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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 | $26,614 | $90,509-70.6% | $78,693-66.2% | $273,968-90.3% |
| Participation rate | 78.6% | 76.5%+2.1pp | 73.6%+5.0pp | 83.0%-4.4pp |
| Annual return | -1.45% | 75.61%-77.1pp | 62.18%-63.6pp | 41.45%-42.9pp |
| Employer contribution / active EE | $2,726 | $3,175-14.2% | $2,850-4.4% | $4,869-44.0% |
| Participant deferral / active EE | $562 | $3,901-85.6% | $3,517-84.0% | $5,287-89.4% |
| Admin fee / account holder | $54,222 | $5,264+930.1% | $4,511+1102.1% | $10,132+435.1% |