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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 | $47,149 | $82,674-43.0% | $125,381-62.4% | $68,486-31.2% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.4%+5.8pp | 67.9%+20.3pp |
| Annual return | -21.69% | -5.97%-15.7pp | 572.31%-594.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $4,304 | $3,382+27.3% | $4,815-10.6% | $2,597+65.7% |
| Participant deferral / active EE | $11,076 | $6,111+81.3% | $7,448+48.7% | $4,028+175.0% |
| Admin fee / account holder | $1,373 | $6,277-78.1% | $10,007-86.3% | $5,404-74.6% |