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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 | $101,778-53.2% | $164,975-71.1% | $80,925-41.2% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.1pp | 67.7%+24.0pp |
| Annual return | -24.81% | 16.73%-41.5pp | 70.12%-94.9pp | 35.65%-60.5pp |
| Employer contribution / active EE | $17,813 | $2,954+503.1% | $4,343+310.2% | $2,756+546.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,715 | $8,221-18.3% | $12,688-47.1% | $6,940-3.2% |