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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 | $46,015 | $94,436-51.3% | $115,599-60.2% | $82,637-44.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | -9.74% | 18.37%-28.1pp | 111.10%-120.8pp | 53.51%-63.2pp |
| Employer contribution / active EE | $4,222 | $2,324+81.7% | $2,955+42.9% | $2,552+65.4% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,707 | $10,328-64.1% | $12,841-71.1% | $7,339-49.5% |