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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 | $73,988-26.9% | $96,538-44.0% | $75,177-28.1% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | -12.33% | 26.73%-39.1pp | 35.74%-48.1pp | 160.75%-173.1pp |
| Employer contribution / active EE | $9,035 | $2,930+208.3% | $3,740+141.6% | $2,671+238.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,186 | $5,220-19.8% | $6,737-37.9% | $5,651-25.9% |