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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 | $75,566 | $146,267-48.3% | $197,124-61.7% | $82,448-8.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | -2.24% | 29.61%-31.9pp | 44.34%-46.6pp | 41.64%-43.9pp |
| Employer contribution / active EE | $9,447 | $4,723+100.0% | $6,227+51.7% | $2,551+270.3% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,682 | $14,422-88.3% | $16,298-89.7% | $7,234-76.7% |