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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 | $34,438 | $110,337-68.8% | $102,383-66.4% | $145,877-76.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -4.18% | 24.83%-29.0pp | 24.94%-29.1pp | 551.28%-555.5pp |
| Employer contribution / active EE | $2,841 | $4,216-32.6% | $3,870-26.6% | $4,663-39.1% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,394 | $9,750+6.6% | $8,391+23.9% | $13,402-22.4% |