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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 | $54,843 | $82,523-33.5% | $115,752-52.6% | $70,126-21.8% |
| Participation rate | 98.6% | 74.0%+24.6pp | 77.8%+20.8pp | 69.5%+29.0pp |
| Annual return | -12.27% | 28.22%-40.5pp | 19.41%-31.7pp | 73.15%-85.4pp |
| Employer contribution / active EE | $2,493 | $2,758-9.6% | $3,492-28.6% | $2,343+6.4% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $905 | $4,552-80.1% | $6,278-85.6% | $4,645-80.5% |