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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 | $54,759 | $72,269-24.2% | $101,271-45.9% | $79,852-31.4% |
| Participation rate | 92.7% | 68.5%+24.3pp | 75.8%+16.9pp | 69.6%+23.1pp |
| Annual return | -19.07% | 22.29%-41.4pp | 46.48%-65.6pp | 31.72%-50.8pp |
| Employer contribution / active EE | $14,898 | $2,692+453.5% | $3,660+307.1% | $2,471+502.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,035 | $4,401-31.0% | $5,948-49.0% | $5,306-42.8% |