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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 | $45,676 | $98,240-53.5% | $82,312-44.5% | $147,586-69.1% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | -18.97% | 30.85%-49.8pp | 25.88%-44.9pp | 578.59%-597.6pp |
| Employer contribution / active EE | $3,133 | $3,192-1.9% | $2,428+29.0% | $4,876-35.8% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,065 | $8,563-52.5% | $5,608-27.5% | $10,886-62.7% |