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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 | $74,539 | $136,307-45.3% | $106,619-30.1% | $273,972-72.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -3.42% | 11.05%-14.5pp | 9.42%-12.8pp | 41.46%-44.9pp |
| Employer contribution / active EE | $5,787 | $5,190+11.5% | $3,947+46.6% | $4,869+18.9% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,456 | $8,625+79.2% | $6,418+140.8% | $10,133+52.5% |