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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 | $29,886 | $54,357-45.0% | $82,706-63.9% | $68,495-56.4% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -20.01% | -13.67%-6.3pp | 701.76%-721.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,002 | $2,218-9.7% | $3,007-33.4% | $2,596-22.9% |
| Participant deferral / active EE | $5,706 | $3,246+75.7% | $4,394+29.9% | $4,028+41.7% |
| Admin fee / account holder | $2,771 | $4,396-37.0% | $5,329-48.0% | $5,403-48.7% |