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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 | $81,446-38.4% | $103,374-51.5% | $80,874-37.9% |
| Participation rate | 96.8% | 66.9%+30.0pp | 74.5%+22.3pp | 67.6%+29.2pp |
| Annual return | -50.95% | 25.57%-76.5pp | 24.89%-75.8pp | 35.62%-86.6pp |
| Employer contribution / active EE | $6,138 | $3,107+97.6% | $3,869+58.6% | $2,756+122.8% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,017 | $6,715-25.3% | $8,394-40.2% | $6,935-27.7% |