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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 | $36,792 | $93,617-60.7% | $135,982-72.9% | $75,177-51.1% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | -3.82% | 30.89%-34.7pp | 68.32%-72.1pp | 160.75%-164.6pp |
| Employer contribution / active EE | $15,682 | $3,538+343.2% | $4,859+222.7% | $2,671+487.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,844 | $6,980-44.9% | $10,767-64.3% | $5,651-32.0% |