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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 | $168,515 | $72,486+132.5% | $87,103+93.5% | $72,976+130.9% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | -27.55% | 24.46%-52.0pp | 28.19%-55.7pp | 81.02%-108.6pp |
| Employer contribution / active EE | $15,132 | $1,894+699.0% | $2,521+500.1% | $2,440+520.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,751 | $5,055+73.1% | $7,491+16.8% | $5,124+70.8% |