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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 | $59,748 | $49,255+21.3% | $70,494-15.2% | $79,856-25.2% |
| Participation rate | 88.5% | 69.2%+19.3pp | 75.1%+13.4pp | 69.6%+18.8pp |
| Annual return | -4.10% | 30.10%-34.2pp | 109.16%-113.3pp | 31.71%-35.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,587 | $2,768-42.7% | $3,711-57.2% | $3,741-57.6% |
| Admin fee / account holder | $10,372 | $2,879+260.3% | $3,848+169.6% | $5,306+95.5% |