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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 | $73,372 | $58,099+26.3% | $76,872-4.6% | $75,173-2.4% |
| Participation rate | 95.0% | 63.9%+31.1pp | 69.6%+25.4pp | 67.2%+27.8pp |
| Annual return | -15.83% | 26.71%-42.5pp | 37.90%-53.7pp | 160.72%-176.5pp |
| Employer contribution / active EE | $6,190 | $1,996+210.2% | $2,533+144.4% | $2,671+131.8% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,556 | $4,778-67.4% | $5,476-71.6% | $5,651-72.5% |