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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 | $94,842 | $122,063-22.3% | $184,256-48.5% | $74,478+27.3% |
| Participation rate | 93.1% | 85.5%+7.6pp | 86.8%+6.3pp | 67.2%+25.9pp |
| Annual return | -40.91% | 19.92%-60.8pp | 28.85%-69.8pp | 1370.56%-1411.5pp |
| Employer contribution / active EE | $21,774 | $4,539+379.7% | $6,427+238.8% | $2,626+729.1% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $13,520 | $1,253+979.3% | $13,899-2.7% | $1,946+594.8% |