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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 | $64,656 | $86,938-25.6% | $102,423-36.9% | $80,925-20.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -36.07% | 18.89%-55.0pp | 29.42%-65.5pp | 35.65%-71.7pp |
| Employer contribution / active EE | $4,921 | $2,369+107.7% | $3,023+62.8% | $2,756+78.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,006 | $8,053+11.8% | $9,455-4.7% | $6,940+29.8% |