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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 | $65,608 | $52,279+25.5% | $89,414-26.6% | $79,852-17.8% |
| Participation rate | 96.8% | 57.5%+39.2pp | 68.0%+28.8pp | 69.6%+27.1pp |
| Annual return | -4.80% | 22.16%-27.0pp | 245.50%-250.3pp | 31.72%-36.5pp |
| Employer contribution / active EE | $6,783 | $1,572+331.6% | $2,586+162.3% | $2,471+174.5% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,121 | $3,356-36.8% | $4,883-56.6% | $5,306-60.0% |