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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 | $91,725 | $95,917-4.4% | $79,583+15.3% | $134,545-31.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.54% | -2.70%-19.8pp | 0.16%-22.7pp | 418.37%-440.9pp |
| Employer contribution / active EE | $2,173 | $3,129-30.6% | $2,414-10.0% | $4,742-54.2% |
| Participant deferral / active EE | $3,108 | $4,694-33.8% | $3,986-22.0% | $6,401-51.4% |
| Admin fee / account holder | $25,151 | $9,132+175.4% | $6,835+268.0% | $11,431+120.0% |