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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 | $221,759 | $61,390+261.2% | $112,228+97.6% | $75,177+195.0% |
| Participation rate | 97.0% | 61.6%+35.4pp | 72.4%+24.6pp | 67.2%+29.8pp |
| Annual return | -36.51% | 28.47%-65.0pp | 30.23%-66.7pp | 160.75%-197.3pp |
| Employer contribution / active EE | $756 | $2,015-62.5% | $3,432-78.0% | $2,671-71.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $465 | $4,862-90.4% | $7,752-94.0% | $5,651-91.8% |