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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 | $113,974 | $47,848+138.2% | $81,473+39.9% | $70,126+62.5% |
| Participation rate | 97.4% | 58.3%+39.2pp | 68.0%+29.5pp | 69.5%+27.9pp |
| Annual return | -8.44% | 27.25%-35.7pp | 38.78%-47.2pp | 73.15%-81.6pp |
| Employer contribution / active EE | $2,169 | $1,527+42.1% | $2,568-15.5% | $2,343-7.4% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,058 | $3,145+378.8% | $4,561+230.1% | $4,645+224.1% |