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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 | $136,177 | $47,944+184.0% | $67,834+100.8% | $62,881+116.6% |
| Participation rate | 97.8% | 61.1%+36.8pp | 68.8%+29.0pp | 69.3%+28.5pp |
| Annual return | -5.96% | 11.77%-17.7pp | 138.47%-144.4pp | 20.14%-26.1pp |
| Employer contribution / active EE | $1,452 | $1,562-7.0% | $2,403-39.6% | $2,281-36.3% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $37,437 | $3,712+908.6% | $4,622+709.9% | $4,296+771.5% |