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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 | $76,121 | $97,881-22.2% | $80,004-4.9% | $125,389-39.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -5.63% | 9.36%-15.0pp | 7.63%-13.3pp | 282.24%-287.9pp |
| Employer contribution / active EE | $1,700 | $3,128-45.6% | $2,473-31.2% | $4,866-65.1% |
| Participant deferral / active EE | $16,456 | $3,744+339.5% | $3,204+413.7% | $5,352+207.5% |
| Admin fee / account holder | $316 | $6,278-95.0% | $5,033-93.7% | $9,541-96.7% |