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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 | $87,757 | $167,353-47.6% | $143,797-39.0% | $134,545-34.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.27% | 0.48%-21.7pp | -0.04%-21.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $3,071 | $5,620-45.4% | $4,952-38.0% | $4,742-35.2% |
| Participant deferral / active EE | $7,367 | $6,447+14.3% | $5,638+30.7% | $6,401+15.1% |
| Admin fee / account holder | $2,344 | $18,096-87.0% | $14,679-84.0% | $11,431-79.5% |