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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 | $123,810 | $56,544+119.0% | $75,501+64.0% | $70,126+76.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | -32.45% | 23.59%-56.0pp | 27.35%-59.8pp | 73.15%-105.6pp |
| Employer contribution / active EE | $3,221 | $1,817+77.3% | $2,352+37.0% | $2,343+37.5% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,695 | $3,827-55.7% | $5,801-70.8% | $4,645-63.5% |