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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 | $85,797 | $78,682+9.0% | $109,188-21.4% | $85,851-0.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -4.42% | 25.09%-29.5pp | 25.76%-30.2pp | 318.63%-323.1pp |
| Employer contribution / active EE | $5,369 | $2,734+96.4% | $3,723+44.2% | $2,565+109.3% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,538 | $5,470-53.6% | $6,755-62.4% | $6,261-59.5% |