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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 | $32,765 | $73,988-55.7% | $96,538-66.1% | $75,177-56.4% |
| Participation rate | 90.7% | 66.4%+24.3pp | 74.3%+16.3pp | 67.2%+23.5pp |
| Annual return | -17.66% | 26.73%-44.4pp | 35.74%-53.4pp | 160.75%-178.4pp |
| Employer contribution / active EE | $12,939 | $2,930+341.5% | $3,740+245.9% | $2,671+384.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,598 | $5,220-11.9% | $6,737-31.8% | $5,651-18.6% |