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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 | $62,876 | $78,682-20.1% | $109,188-42.4% | $85,851-26.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -6.84% | 25.09%-31.9pp | 25.76%-32.6pp | 318.63%-325.5pp |
| Employer contribution / active EE | $15,000 | $2,734+448.7% | $3,723+302.9% | $2,565+484.7% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,240 | $5,470-22.5% | $6,755-37.2% | $6,261-32.3% |