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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 | $59,125 | $65,704-10.0% | $94,229-37.3% | $59,633-0.9% |
| Participation rate | 94.4% | 72.1%+22.3pp | 78.8%+15.7pp | 68.7%+25.8pp |
| Annual return | -7.00% | 5.22%-12.2pp | 10.68%-17.7pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $6,944 | $2,021+243.7% | $3,587+93.6% | $2,203+215.3% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,518 | $4,265-40.9% | $6,269-59.8% | $4,297-41.4% |