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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 | $46,451 | $76,551-39.3% | $123,894-62.5% | $62,881-26.1% |
| Participation rate | 98.8% | 73.0%+25.9pp | 81.4%+17.4pp | 69.3%+29.5pp |
| Annual return | -12.61% | 18.68%-31.3pp | 47.52%-60.1pp | 20.14%-32.7pp |
| Employer contribution / active EE | $6,977 | $2,882+142.0% | $4,617+51.1% | $2,281+205.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,777 | $4,826+61.2% | $8,357-6.9% | $4,296+81.0% |