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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 | $60,009 | $81,487-26.4% | $102,412-41.4% | $80,935-25.9% |
| Participation rate | 97.7% | 66.8%+30.8pp | 74.5%+23.2pp | 67.7%+30.0pp |
| Annual return | -13.79% | 25.60%-39.4pp | 24.94%-38.7pp | 35.66%-49.4pp |
| Employer contribution / active EE | $12,229 | $3,103+294.1% | $3,870+216.0% | $2,757+343.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,063 | $6,717-54.4% | $8,388-63.5% | $6,924-55.8% |