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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 | $65,568 | $86,298-24.0% | $111,308-41.1% | $85,847-23.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -4.11% | 19.99%-24.1pp | 54.67%-58.8pp | 318.61%-322.7pp |
| Employer contribution / active EE | $5,465 | $2,044+167.4% | $2,732+100.1% | $2,565+113.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,127 | $8,189-61.8% | $7,965-60.7% | $6,261-50.1% |