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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 | $62,181 | $73,978-15.9% | $96,515-35.6% | $75,173-17.3% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | -21.43% | 26.72%-48.2pp | 35.73%-57.2pp | 160.72%-182.1pp |
| Employer contribution / active EE | $17,819 | $2,931+508.0% | $3,740+376.5% | $2,671+567.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,281 | $5,219+1.2% | $6,735-21.6% | $5,651-6.5% |