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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 | $51,016 | $80,992-37.0% | $96,534-47.2% | $75,173-32.1% |
| Participation rate | 98.6% | 71.8%+26.8pp | 76.0%+22.6pp | 67.2%+31.4pp |
| Annual return | -8.83% | 27.05%-35.9pp | 25.88%-34.7pp | 160.72%-169.5pp |
| Employer contribution / active EE | $8,161 | $2,283+257.5% | $2,965+175.2% | $2,671+205.6% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,128 | $6,717-23.7% | $8,253-37.9% | $5,651-9.2% |