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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 | $57,560 | $136,307-57.8% | $106,619-46.0% | $273,972-79.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -12.64% | 11.05%-23.7pp | 9.42%-22.1pp | 41.46%-54.1pp |
| Employer contribution / active EE | $14,847 | $5,190+186.1% | $3,947+276.2% | $4,869+204.9% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $517 | $8,625-94.0% | $6,418-91.9% | $10,133-94.9% |