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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 | $56,115 | $64,729-13.3% | $112,263-50.0% | $68,490-18.1% |
| Participation rate | 92.0% | 67.2%+24.8pp | 75.1%+16.9pp | 67.9%+24.1pp |
| Annual return | -28.15% | -11.40%-16.7pp | 27.49%-55.6pp | -7.85%-20.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,249 | $3,566+75.2% | $4,729+32.1% | $4,028+55.1% |
| Admin fee / account holder | $1,254 | $5,222-76.0% | $6,410-80.4% | $5,403-76.8% |