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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 | $55,889+48.2% | $76,119+8.8% | $80,935+2.3% |
| Participation rate | 94.5% | 62.1%+32.5pp | 69.1%+25.5pp | 67.7%+26.9pp |
| Annual return | -32.69% | 20.58%-53.3pp | 361.25%-393.9pp | 35.66%-68.3pp |
| Employer contribution / active EE | $3,828 | $1,866+105.2% | $2,693+42.2% | $2,757+38.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,973 | $5,241-24.2% | $6,421-38.1% | $6,924-42.6% |