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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 | $186,900 | $55,902+234.3% | $76,030+145.8% | $80,959+130.9% |
| Participation rate | 97.8% | 62.1%+35.7pp | 69.1%+28.7pp | 67.7%+30.1pp |
| Annual return | -3.02% | 20.59%-23.6pp | 361.54%-364.6pp | 35.67%-38.7pp |
| Employer contribution / active EE | $1,465 | $1,867-21.5% | $2,688-45.5% | $2,757-46.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $34,775 | $5,239+563.7% | $6,421+441.6% | $6,925+402.1% |