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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 | $70,748 | $142,392-50.3% | $119,622-40.9% | $134,532-47.4% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -21.59% | -12.46%-9.1pp | -14.98%-6.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $7,637 | $5,224+46.2% | $4,232+80.5% | $4,741+61.1% |
| Participant deferral / active EE | $6,055 | $6,467-6.4% | $5,601+8.1% | $6,401-5.4% |
| Admin fee / account holder | $3,461 | $13,593-74.5% | $10,328-66.5% | $11,429-69.7% |