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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 | $47,022 | $82,674-43.1% | $125,381-62.5% | $68,486-31.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -24.76% | -5.97%-18.8pp | 572.31%-597.1pp | -7.85%-16.9pp |
| Employer contribution / active EE | $2,445 | $3,382-27.7% | $4,815-49.2% | $2,597-5.8% |
| Participant deferral / active EE | $4,834 | $6,111-20.9% | $7,448-35.1% | $4,028+20.0% |
| Admin fee / account holder | $3,895 | $6,277-37.9% | $10,007-61.1% | $5,404-27.9% |