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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 | $40,296 | $125,797-68.0% | $170,057-76.3% | $75,177-46.4% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.0%+9.7pp | 67.2%+29.5pp |
| Annual return | -0.07% | 27.20%-27.3pp | 53.42%-53.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $3,332 | $4,616-27.8% | $6,790-50.9% | $2,671+24.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,445 | $8,177-33.4% | $12,826-57.6% | $5,651-3.7% |