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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 | $45,492 | $93,598-51.4% | $135,974-66.5% | $75,173-39.5% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.1pp | 67.2%+29.9pp |
| Annual return | -23.29% | 30.89%-54.2pp | 68.30%-91.6pp | 160.72%-184.0pp |
| Employer contribution / active EE | $21,087 | $3,538+496.0% | $4,859+334.0% | $2,671+689.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,966 | $6,978-14.5% | $10,767-44.6% | $5,651+5.6% |