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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 | $48,129 | $127,387-62.2% | $115,038-58.2% | $125,389-61.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.49% | 31.28%-34.8pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,236 | $5,166-56.7% | $4,608-51.5% | $4,866-54.1% |
| Participant deferral / active EE | $4,332 | $6,423-32.6% | $6,026-28.1% | $5,352-19.1% |
| Admin fee / account holder | $1,067 | $9,516-88.8% | $8,175-86.9% | $9,541-88.8% |