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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 | $47,020 | $72,177-34.9% | $115,038-59.1% | $59,633-21.2% |
| Participation rate | 78.8% | 72.6%+6.2pp | 81.4%-2.6pp | 68.7%+10.1pp |
| Annual return | -2.42% | 12.02%-14.4pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,231 | $4,783-32.4% | $6,026-46.4% | $3,192+1.2% |
| Admin fee / account holder | $7,472 | $4,927+51.7% | $8,175-8.6% | $4,297+73.9% |