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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 | $84,654 | $45,566+85.8% | $64,105+32.1% | $59,633+42.0% |
| Participation rate | 86.2% | 60.2%+26.0pp | 68.2%+18.0pp | 68.7%+17.5pp |
| Annual return | -5.24% | 4.95%-10.2pp | 791.24%-796.5pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $2,759 | $934+195.3% | $1,820+51.6% | $2,203+25.2% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,551 | $3,268-21.9% | $4,499-43.3% | $4,297-40.6% |