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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 | $69,222 | $154,159-55.1% | $130,026-46.8% | $139,456-50.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.73% | 32.50%-31.8pp | -137.26%+138.0pp | 373.45%-372.7pp |
| Employer contribution / active EE | $1,447 | $5,292-72.7% | $4,321-66.5% | $4,753-69.5% |
| Participant deferral / active EE | $7,851 | $6,710+17.0% | $5,821+34.9% | $6,711+17.0% |
| Admin fee / account holder | $823 | $14,001-94.1% | $10,608-92.2% | $11,407-92.8% |