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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 | $51,713 | $82,674-37.4% | $125,381-58.8% | $68,486-24.5% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -21.64% | -5.97%-15.7pp | 572.31%-593.9pp | -7.85%-13.8pp |
| Employer contribution / active EE | $4,191 | $3,382+23.9% | $4,815-13.0% | $2,597+61.4% |
| Participant deferral / active EE | $10,644 | $6,111+74.2% | $7,448+42.9% | $4,028+164.3% |
| Admin fee / account holder | $4,872 | $6,277-22.4% | $10,007-51.3% | $5,404-9.8% |