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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 | $47,721 | $70,430-32.2% | $96,572-50.6% | $85,851-44.4% |
| Participation rate | 98.5% | 61.8%+36.7pp | 69.8%+28.7pp | 69.3%+29.2pp |
| Annual return | -11.53% | 18.58%-30.1pp | 37.79%-49.3pp | 318.63%-330.2pp |
| Employer contribution / active EE | $4,236 | $1,413+199.7% | $2,357+79.7% | $2,565+65.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,703 | $4,996-45.9% | $6,183-56.3% | $6,261-56.8% |