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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 | $82,813 | $56,060+47.7% | $76,002+9.0% | $80,874+2.4% |
| Participation rate | 94.5% | 62.0%+32.5pp | 69.1%+25.5pp | 67.6%+26.9pp |
| Annual return | -32.69% | 20.54%-53.2pp | 360.07%-392.8pp | 35.62%-68.3pp |
| Employer contribution / active EE | $3,828 | $1,873+104.4% | $2,688+42.4% | $2,756+38.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,973 | $5,237-24.1% | $6,414-38.1% | $6,935-42.7% |