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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 | $80,398 | $81,446-1.3% | $103,374-22.2% | $80,874-0.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -33.23% | 25.57%-58.8pp | 24.89%-58.1pp | 35.62%-68.8pp |
| Employer contribution / active EE | $32,329 | $3,107+940.5% | $3,869+735.5% | $2,756+1073.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,370 | $6,715-64.7% | $8,394-71.8% | $6,935-65.8% |