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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 | $50,488 | $78,423-35.6% | $95,964-47.4% | $79,856-36.8% |
| Participation rate | 92.7% | 73.5%+19.2pp | 77.1%+15.6pp | 69.6%+23.1pp |
| Annual return | -3.85% | 19.37%-23.2pp | 91.64%-95.5pp | 31.71%-35.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,483 | $3,440+1.2% | $4,167-16.4% | $3,741-6.9% |
| Admin fee / account holder | $6,184 | $5,622+10.0% | $6,797-9.0% | $5,306+16.5% |