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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 | $61,354 | $111,814-45.1% | $103,374-40.6% | $145,959-58.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -4.34% | 24.77%-29.1pp | 24.89%-29.2pp | 561.95%-566.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,677 | $5,618-34.5% | $5,058-27.3% | $6,689-45.0% |
| Admin fee / account holder | $1,482 | $9,754-84.8% | $8,394-82.3% | $13,398-88.9% |