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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 | $47,615 | $101,795-53.2% | $165,100-71.2% | $80,959-41.2% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.0pp | 67.7%+24.0pp |
| Annual return | -24.81% | 16.73%-41.5pp | 70.21%-95.0pp | 35.67%-60.5pp |
| Employer contribution / active EE | $17,813 | $2,954+503.1% | $4,348+309.7% | $2,757+546.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,715 | $8,221-18.3% | $12,696-47.1% | $6,925-3.0% |