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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 | $58,887 | $86,919-32.3% | $102,457-42.5% | $80,911-27.2% |
| Participation rate | 95.0% | 72.4%+22.6pp | 76.5%+18.5pp | 67.6%+27.4pp |
| Annual return | -6.37% | 18.90%-25.3pp | 29.41%-35.8pp | 35.63%-42.0pp |
| Employer contribution / active EE | $9,496 | $2,368+301.0% | $3,022+214.2% | $2,756+244.6% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,536 | $8,049-80.9% | $9,451-83.8% | $6,935-77.9% |