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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 | $68,463 | $72,404-5.4% | $110,243-37.9% | $64,173+6.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -10.79% | -6.29%-4.5pp | 314.76%-325.6pp | 7.63%-18.4pp |
| Employer contribution / active EE | $3,352 | $2,282+46.9% | $3,827-12.4% | $2,381+40.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,582 | $5,664+51.5% | $8,548+0.4% | $4,887+75.6% |