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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 | $50,934 | $82,678-38.4% | $125,391-59.4% | $68,490-25.6% |
| Participation rate | 85.1% | 75.1%+10.0pp | 82.4%+2.7pp | 67.9%+17.2pp |
| Annual return | -19.94% | -5.97%-14.0pp | 572.41%-592.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $5,404 | $3,382+59.8% | $4,816+12.2% | $2,597+108.1% |
| Participant deferral / active EE | $6,954 | $6,111+13.8% | $7,448-6.6% | $4,028+72.6% |
| Admin fee / account holder | $5,290 | $6,277-15.7% | $10,009-47.1% | $5,403-2.1% |