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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 | $69,504 | $45,566+52.5% | $64,105+8.4% | $59,633+16.6% |
| Participation rate | 75.9% | 60.2%+15.7pp | 68.2%+7.7pp | 68.7%+7.2pp |
| Annual return | -3.03% | 4.95%-8.0pp | 791.24%-794.3pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,852 | $934+98.3% | $1,820+1.8% | $2,203-15.9% |
| Participant deferral / active EE | $2,772 | $2,057+34.8% | $2,822-1.8% | $3,192-13.2% |
| Admin fee / account holder | $1,077 | $3,268-67.0% | $4,499-76.1% | $4,297-74.9% |