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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 | $40,420 | $67,602-40.2% | $82,312-50.9% | $70,126-42.4% |
| Participation rate | 84.4% | 72.8%+11.7pp | 76.9%+7.6pp | 69.5%+14.9pp |
| Annual return | -14.69% | 21.57%-36.3pp | 25.88%-40.6pp | 73.15%-87.8pp |
| Employer contribution / active EE | $10,920 | $1,755+522.3% | $2,428+349.7% | $2,343+366.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,635 | $4,512+47.1% | $5,608+18.3% | $4,645+42.8% |