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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 | $55,332 | $180,028-69.3% | $138,135-59.9% | $158,966-65.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | -4.65% | 21.68%-26.3pp | 20.51%-25.2pp | 302.95%-307.6pp |
| Employer contribution / active EE | $3,600 | $7,470-51.8% | $5,587-35.6% | $4,762-24.4% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $678 | $17,912-96.2% | $11,856-94.3% | $11,250-94.0% |