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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 | $66,438 | $110,083-39.6% | $151,639-56.2% | $68,486-3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.00% | -10.12%-9.9pp | 3.34%-23.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $7,785 | $4,470+74.2% | $6,165+26.3% | $2,597+199.8% |
| Participant deferral / active EE | $15,620 | $6,526+139.3% | $8,363+86.8% | $4,028+287.8% |
| Admin fee / account holder | $2,334 | $7,718-69.8% | $11,613-79.9% | $5,404-56.8% |