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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 | $70,795 | $114,119-38.0% | $107,187-34.0% | $138,895-49.0% |
| Participation rate | 95.8% | 78.1%+17.8pp | 75.0%+20.8pp | 79.9%+15.9pp |
| Annual return | -2.12% | 273.21%-275.3pp | 204.55%-206.7pp | 145.39%-147.5pp |
| Employer contribution / active EE | $1,628 | $4,059-59.9% | $3,782-57.0% | $4,194-61.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,502 | $10,024-85.0% | $9,162-83.6% | $12,562-88.0% |