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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 | $61,585 | $69,977-12.0% | $108,582-43.3% | $62,881-2.1% |
| Participation rate | 95.2% | 72.9%+22.3pp | 79.6%+15.6pp | 69.3%+25.9pp |
| Annual return | -6.99% | 10.73%-17.7pp | -51.70%+44.7pp | 20.14%-27.1pp |
| Employer contribution / active EE | $6,218 | $2,135+191.2% | $3,758+65.4% | $2,281+172.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,917 | $5,076+16.6% | $7,645-22.6% | $4,296+37.7% |