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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 | $54,835 | $78,670-30.3% | $109,173-49.8% | $85,847-36.1% |
| Participation rate | 92.5% | 68.3%+24.2pp | 75.9%+16.6pp | 69.3%+23.2pp |
| Annual return | -9.32% | 25.09%-34.4pp | 25.75%-35.1pp | 318.61%-327.9pp |
| Employer contribution / active EE | $4,622 | $2,734+69.0% | $3,723+24.1% | $2,565+80.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,396 | $5,469-74.5% | $6,755-79.3% | $6,261-77.7% |