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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 | $49,444 | $201,259-75.4% | $184,200-73.2% | $145,959-66.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -7.94% | 28.98%-36.9pp | 28.80%-36.7pp | 561.95%-569.9pp |
| Employer contribution / active EE | $4,709 | $7,018-32.9% | $6,424-26.7% | $4,661+1.0% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,672 | $16,372-83.7% | $13,907-80.8% | $13,398-80.1% |