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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 | $143,995 | $52,519+174.2% | $155,789-7.6% | $59,633+141.5% |
| Participation rate | 90.6% | 61.7%+28.9pp | 76.1%+14.5pp | 68.7%+22.0pp |
| Annual return | -4.11% | 53.51%-57.6pp | 71.54%-75.6pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $14,251 | $3,084+362.0% | $4,798+197.0% | $3,192+346.5% |
| Admin fee / account holder | $5,614 | $3,540+58.6% | $7,477-24.9% | $4,297+30.6% |