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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 | $60,917 | $64,719-5.9% | $112,249-45.7% | $68,486-11.1% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.1%+12.9pp | 67.9%+20.1pp |
| Annual return | -37.31% | -11.40%-25.9pp | 27.48%-64.8pp | -7.85%-29.5pp |
| Employer contribution / active EE | $4,769 | $2,747+73.6% | $3,636+31.2% | $2,597+83.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,110 | $5,232-78.8% | $6,412-82.7% | $5,404-79.5% |