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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 | $50,570 | $140,592-64.0% | $123,106-58.9% | $125,393-59.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -10.70% | 16.80%-27.5pp | 13.22%-23.9pp | 282.23%-292.9pp |
| Employer contribution / active EE | $4,845 | $6,041-19.8% | $5,151-5.9% | $4,866-0.4% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,351-100.0% |
| Admin fee / account holder | $6,739 | $11,198-39.8% | $9,015-25.2% | $9,541-29.4% |