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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 | $59,506 | $88,672-32.9% | $105,223-43.4% | $82,448-27.8% |
| Participation rate | 83.8% | 67.9%+15.9pp | 75.0%+8.8pp | 68.1%+15.8pp |
| Annual return | -22.32% | 30.86%-53.2pp | 180.65%-203.0pp | 41.64%-64.0pp |
| Employer contribution / active EE | $2,666 | $3,048-12.5% | $3,689-27.7% | $2,551+4.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,041 | $7,146-71.4% | $8,859-77.0% | $7,234-71.8% |