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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 | $66,176 | $98,776-33.0% | $149,745-55.8% | $79,856-17.1% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | -7.23% | 27.38%-34.6pp | 276.72%-284.0pp | 31.71%-38.9pp |
| Employer contribution / active EE | $5,952 | $3,217+85.0% | $4,646+28.1% | $2,471+140.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,780 | $6,053-37.5% | $9,312-59.4% | $5,306-28.8% |