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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 | $57,141 | $76,551-25.4% | $123,894-53.9% | $62,881-9.1% |
| Participation rate | 87.0% | 73.0%+14.0pp | 81.4%+5.5pp | 69.3%+17.7pp |
| Annual return | -11.06% | 18.68%-29.7pp | 47.52%-58.6pp | 20.14%-31.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,875 | $4,826-19.7% | $8,357-53.6% | $4,296-9.8% |