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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 | $81,522 | $135,956-40.0% | $123,894-34.2% | $273,972-70.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -15.32% | 56.63%-72.0pp | 47.52%-62.8pp | 41.46%-56.8pp |
| Employer contribution / active EE | $8,833 | $5,170+70.9% | $4,617+91.3% | $4,869+81.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,252 | $9,817-66.9% | $8,357-61.1% | $10,133-67.9% |