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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 | $69,794 | $98,776-29.3% | $149,745-53.4% | $79,856-12.6% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.7pp | 69.6%+25.5pp |
| Annual return | -24.04% | 27.38%-51.4pp | 276.72%-300.8pp | 31.71%-55.8pp |
| Employer contribution / active EE | $24,960 | $3,217+675.8% | $4,646+437.3% | $2,471+910.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,405 | $6,053+38.9% | $9,312-9.7% | $5,306+58.4% |