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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 | $139,186 | $153,311-9.2% | $109,313+27.3% | $273,972-49.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -1.68% | 29.86%-31.5pp | 22.07%-23.8pp | 41.46%-43.1pp |
| Employer contribution / active EE | $6,314 | $5,619+12.4% | $3,892+62.2% | $4,869+29.7% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,273 | $8,076-71.9% | $5,666-59.9% | $10,133-77.6% |