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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 | $48,698 | $93,617-48.0% | $135,982-64.2% | $75,177-35.2% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.6pp | 67.2%+30.4pp |
| Annual return | -6.47% | 30.89%-37.4pp | 68.32%-74.8pp | 160.75%-167.2pp |
| Employer contribution / active EE | $5,914 | $3,538+67.1% | $4,859+21.7% | $2,671+121.4% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,872 | $6,980-73.2% | $10,767-82.6% | $5,651-66.9% |