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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 | $54,998 | $127,387-56.8% | $115,038-52.2% | $125,389-56.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.28% | 31.28%-35.6pp | 26.14%-30.4pp | 282.24%-286.5pp |
| Employer contribution / active EE | $6,767 | $5,166+31.0% | $4,608+46.9% | $4,866+39.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,045 | $9,516+5.6% | $8,175+22.9% | $9,541+5.3% |