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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 | $52,887 | $53,162-0.5% | $91,225-42.0% | $68,486-22.8% |
| Participation rate | 77.8% | 63.2%+14.6pp | 73.2%+4.6pp | 67.9%+9.9pp |
| Annual return | -20.35% | -3.14%-17.2pp | 114.12%-134.5pp | -7.85%-12.5pp |
| Employer contribution / active EE | $3,001 | $1,709+75.5% | $2,851+5.3% | $2,597+15.6% |
| Participant deferral / active EE | $5,865 | $2,974+97.2% | $4,233+38.5% | $4,028+45.6% |
| Admin fee / account holder | $1,045 | $4,493-76.7% | $5,422-80.7% | $5,404-80.7% |