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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,124 | $82,674+17.5% | $125,381-22.5% | $68,486+41.8% |
| Participation rate | 93.3% | 75.1%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | -22.96% | -5.97%-17.0pp | 572.31%-595.3pp | -7.85%-15.1pp |
| Employer contribution / active EE | $3,169 | $3,382-6.3% | $4,815-34.2% | $2,597+22.0% |
| Participant deferral / active EE | $5,399 | $6,111-11.6% | $7,448-27.5% | $4,028+34.1% |
| Admin fee / account holder | $28,706 | $6,277+357.3% | $10,007+186.9% | $5,404+431.2% |