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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 | $118,301 | $215,361-45.1% | $171,082-30.9% | $273,972-56.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -6.69% | 25.14%-31.8pp | 32.56%-39.2pp | 41.46%-48.1pp |
| Employer contribution / active EE | $7,456 | $4,967+50.1% | $4,002+86.3% | $4,869+53.1% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,236 | $10,846-70.2% | $8,520-62.0% | $10,133-68.1% |