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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 | $61,271 | $76,551-20.0% | $123,894-50.5% | $62,881-2.6% |
| Participation rate | 93.5% | 73.0%+20.5pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | -19.87% | 18.68%-38.5pp | 47.52%-67.4pp | 20.14%-40.0pp |
| Employer contribution / active EE | $28,234 | $2,882+879.5% | $4,617+511.6% | $2,281+1137.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,449 | $4,826-49.3% | $8,357-70.7% | $4,296-43.0% |