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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 | $60,233 | $127,387-52.7% | $115,038-47.6% | $125,389-52.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.65% | 31.28%-34.9pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $3,789 | $5,166-26.6% | $4,608-17.8% | $4,866-22.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,903 | $9,516+4.1% | $8,175+21.1% | $9,541+3.8% |