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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 | $44,971 | $85,766-47.6% | $136,298-67.0% | $70,126-35.9% |
| Participation rate | 94.5% | 74.2%+20.4pp | 81.9%+12.6pp | 69.5%+25.0pp |
| Annual return | -21.23% | 31.46%-52.7pp | 5156.27%-5177.5pp | 73.15%-94.4pp |
| Employer contribution / active EE | $2,727 | $2,966-8.1% | $4,696-41.9% | $2,343+16.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,481 | $5,421-35.8% | $9,244-62.3% | $4,645-25.1% |