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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 | $30,351 | $153,311-80.2% | $109,313-72.2% | $273,972-88.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -1.88% | 29.86%-31.7pp | 22.07%-23.9pp | 41.46%-43.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,091 | $3,932-46.8% | $3,166-34.0% | $5,287-60.5% |
| Admin fee / account holder | $1,510 | $8,076-81.3% | $5,666-73.3% | $10,133-85.1% |