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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 | $50,915 | $157,276-67.6% | $141,177-63.9% | $152,885-66.7% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | -15.95% | 64.33%-80.3pp | 71.40%-87.3pp | 345.39%-361.3pp |
| Employer contribution / active EE | $6,761 | $5,262+28.5% | $4,736+42.8% | $4,763+41.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $27,903 | $12,123+130.2% | $10,263+171.9% | $11,598+140.6% |