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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 | $54,061 | $73,940-26.9% | $96,496-44.0% | $75,173-28.1% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | -12.33% | 26.71%-39.0pp | 35.70%-48.0pp | 160.65%-173.0pp |
| Employer contribution / active EE | $9,035 | $2,929+208.4% | $3,738+141.7% | $2,670+238.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,186 | $5,216-19.7% | $6,731-37.8% | $5,651-25.9% |