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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 | $54,618 | $82,674-33.9% | $125,363-56.4% | $68,495-20.3% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -23.50% | -5.97%-17.5pp | 572.15%-595.6pp | -7.84%-15.7pp |
| Employer contribution / active EE | $4,382 | $3,382+29.6% | $4,815-9.0% | $2,596+68.8% |
| Participant deferral / active EE | $8,626 | $6,111+41.2% | $7,447+15.8% | $4,028+114.2% |
| Admin fee / account holder | $1,240 | $6,276-80.2% | $10,005-87.6% | $5,403-77.1% |