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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 | $70,804 | $78,670-10.0% | $109,173-35.1% | $85,847-17.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -5.74% | 25.09%-30.8pp | 25.75%-31.5pp | 318.61%-324.3pp |
| Employer contribution / active EE | $3,523 | $2,734+28.9% | $3,723-5.4% | $2,565+37.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,041 | $5,469-81.0% | $6,755-84.6% | $6,261-83.4% |