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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 | $44,011 | $54,541-19.3% | $78,778-44.1% | $70,126-37.2% |
| Participation rate | 95.4% | 60.8%+34.6pp | 69.2%+26.2pp | 69.5%+25.8pp |
| Annual return | -16.22% | 21.07%-37.3pp | 35.62%-51.8pp | 73.15%-89.4pp |
| Employer contribution / active EE | $5,140 | $1,089+372.2% | $1,986+158.9% | $2,343+119.4% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,478 | $3,709+20.7% | $5,134-12.8% | $4,645-3.6% |