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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 | $68,089 | $72,272-5.8% | $101,264-32.8% | $79,858-14.7% |
| Participation rate | 77.5% | 68.5%+9.0pp | 75.8%+1.7pp | 69.6%+7.9pp |
| Annual return | -4.84% | 22.30%-27.1pp | 46.48%-51.3pp | 31.72%-36.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $617 | $4,401-86.0% | $5,947-89.6% | $5,306-88.4% |