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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 | $59,332 | $167,353-64.5% | $143,797-58.7% | $134,545-55.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.79% | 0.48%-25.3pp | -0.04%-24.8pp | 418.37%-443.2pp |
| Employer contribution / active EE | $3,283 | $5,620-41.6% | $4,952-33.7% | $4,742-30.8% |
| Participant deferral / active EE | $4,301 | $6,447-33.3% | $5,638-23.7% | $6,401-32.8% |
| Admin fee / account holder | $2,172 | $18,096-88.0% | $14,679-85.2% | $11,431-81.0% |