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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 | $52,063 | $154,159-66.2% | $130,026-60.0% | $139,456-62.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 5.49% | 32.50%-27.0pp | -137.26%+142.8pp | 373.45%-368.0pp |
| Employer contribution / active EE | $1,563 | $5,292-70.5% | $4,321-63.8% | $4,753-67.1% |
| Participant deferral / active EE | $7,850 | $6,710+17.0% | $5,821+34.9% | $6,711+17.0% |
| Admin fee / account holder | $165,701 | $14,001+1083.5% | $10,608+1462.0% | $11,407+1352.6% |