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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 | $214,621 | $99,341+116.0% | $84,750+153.2% | $273,965-21.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -7.12% | 22.93%-30.0pp | 22.78%-29.9pp | 41.45%-48.6pp |
| Employer contribution / active EE | $1,410 | $4,214-66.5% | $3,574-60.6% | $4,869-71.0% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $26,730 | $6,644+302.3% | $5,332+401.3% | $10,132+163.8% |