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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 | $50,188 | $81,504-38.4% | $102,437-51.0% | $80,959-38.0% |
| Participation rate | 96.8% | 66.9%+30.0pp | 74.5%+22.3pp | 67.7%+29.2pp |
| Annual return | -50.95% | 25.60%-76.5pp | 24.95%-75.9pp | 35.67%-86.6pp |
| Employer contribution / active EE | $6,138 | $3,104+97.8% | $3,871+58.6% | $2,757+122.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,017 | $6,719-25.3% | $8,388-40.2% | $6,925-27.6% |