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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 | $77,637 | $71,230+9.0% | $93,727-17.2% | $80,959-4.1% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.7%+30.5pp |
| Annual return | -7.27% | 11.26%-18.5pp | 133.83%-141.1pp | 35.67%-42.9pp |
| Employer contribution / active EE | $4,108 | $1,565+162.4% | $2,421+69.6% | $2,757+49.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,154 | $6,961-40.3% | $8,292-49.9% | $6,925-40.0% |