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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 | $54,650 | $94,529-42.2% | $140,019-61.0% | $64,181-14.9% |
| Participation rate | 97.1% | 84.1%+13.1pp | 87.5%+9.6pp | 69.6%+27.6pp |
| Annual return | -8.34% | 7.77%-16.1pp | 651.15%-659.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $7,005 | $3,812+83.7% | $5,605+25.0% | $2,381+194.2% |
| Participant deferral / active EE | $9,458 | $5,250+80.2% | $6,927+36.5% | $3,470+172.6% |
| Admin fee / account holder | $4,466 | $6,741-33.8% | $10,705-58.3% | $4,887-8.6% |