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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 | $61,143 | $92,219-33.7% | $76,768-20.4% | $135,379-54.8% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | -8.74% | 5.46%-14.2pp | 2.43%-11.2pp | 519.79%-528.5pp |
| Employer contribution / active EE | $6,667 | $3,216+107.3% | $2,485+168.3% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,038 | $10,749-25.2% | $6,675+20.4% | $10,828-25.8% |