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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 | $64,063 | $46,689+37.2% | $117,498-45.5% | $68,495-6.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -29.75% | -14.52%-15.2pp | 29.75%-59.5pp | -7.84%-21.9pp |
| Employer contribution / active EE | $951 | $1,505-36.8% | $4,178-77.2% | $2,596-63.4% |
| Participant deferral / active EE | $1,810 | $2,637-31.4% | $4,071-55.5% | $4,028-55.1% |
| Admin fee / account holder | $15,721 | $4,021+290.9% | $5,646+178.4% | $5,403+191.0% |