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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 | $71,678 | $69,012+3.9% | $160,037-55.2% | $68,490+4.7% |
| Participation rate | 98.2% | 65.4%+32.8pp | 78.0%+20.2pp | 67.9%+30.3pp |
| Annual return | -38.51% | -9.65%-28.9pp | 408.95%-447.5pp | -7.85%-30.7pp |
| Employer contribution / active EE | $5,314 | $2,212+140.2% | $4,226+25.8% | $2,597+104.6% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,172 | $4,798-33.9% | $8,716-63.6% | $5,403-41.3% |