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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 | $57,925 | $60,349-4.0% | $74,184-21.9% | $62,881-7.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -21.07% | 21.38%-42.4pp | 17.74%-38.8pp | 20.14%-41.2pp |
| Employer contribution / active EE | $5,897 | $1,680+251.0% | $2,370+148.8% | $2,281+158.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,606 | $4,261-62.3% | $5,586-71.2% | $4,296-62.6% |