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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 | $47,558 | $69,977-32.0% | $108,582-56.2% | $62,881-24.4% |
| Participation rate | 97.4% | 72.9%+24.5pp | 79.6%+17.9pp | 69.3%+28.1pp |
| Annual return | -4.11% | 10.73%-14.8pp | -51.70%+47.6pp | 20.14%-24.3pp |
| Employer contribution / active EE | $6,129 | $2,135+187.1% | $3,758+63.1% | $2,281+168.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,486 | $5,076+27.8% | $7,645-15.2% | $4,296+51.0% |