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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 | $55,902+48.1% | $76,030+8.9% | $80,959+2.3% |
| Participation rate | 94.5% | 62.1%+32.5pp | 69.1%+25.5pp | 67.7%+26.9pp |
| Annual return | -32.69% | 20.59%-53.3pp | 361.54%-394.2pp | 35.67%-68.4pp |
| Employer contribution / active EE | $3,828 | $1,867+105.1% | $2,688+42.4% | $2,757+38.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,973 | $5,239-24.2% | $6,421-38.1% | $6,925-42.6% |