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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 | $143,620 | $58,828+144.1% | $78,002+84.1% | $62,881+128.4% |
| Participation rate | 96.9% | 71.1%+25.8pp | 75.5%+21.3pp | 69.3%+27.6pp |
| Annual return | -45.79% | 17.16%-62.9pp | 425.99%-471.8pp | 20.14%-65.9pp |
| Employer contribution / active EE | $5,103 | $1,672+205.3% | $2,470+106.6% | $2,281+123.7% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,351 | $4,393-23.7% | $5,481-38.9% | $4,296-22.0% |