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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 | $84,312 | $96,731-12.8% | $123,973-32.0% | $86,983-3.1% |
| Participation rate | 94.6% | 70.0%+24.6pp | 76.7%+17.9pp | 69.5%+25.1pp |
| Annual return | -9.34% | 17.33%-26.7pp | 388.13%-397.5pp | 25.83%-35.2pp |
| Employer contribution / active EE | $5,253 | $3,297+59.3% | $4,126+27.3% | $2,584+103.3% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $956 | $8,722-89.0% | $11,799-91.9% | $7,856-87.8% |