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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 | $66,538 | $72,269-7.9% | $101,271-34.3% | $79,852-16.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -16.05% | 22.29%-38.3pp | 46.48%-62.5pp | 31.72%-47.8pp |
| Employer contribution / active EE | $13,939 | $2,692+417.8% | $3,660+280.8% | $2,471+464.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,407 | $4,401-45.3% | $5,948-59.5% | $5,306-54.6% |