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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 | $77,604 | $81,870-5.2% | $119,634-35.1% | $68,490+13.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.64% | -23.82%+4.2pp | -14.98%-4.7pp | -7.85%-11.8pp |
| Employer contribution / active EE | $5,233 | $2,692+94.4% | $4,232+23.6% | $2,597+101.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $874 | $6,583-86.7% | $10,329-91.5% | $5,403-83.8% |