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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 | $75,066 | $78,672-4.6% | $109,163-31.2% | $85,856-12.6% |
| Participation rate | 98.4% | 68.3%+30.1pp | 75.9%+22.5pp | 69.3%+29.1pp |
| Annual return | -19.02% | 25.09%-44.1pp | 25.75%-44.8pp | 318.58%-337.6pp |
| Employer contribution / active EE | $9,030 | $2,734+230.3% | $3,723+142.6% | $2,565+252.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,893 | $5,470-65.4% | $6,754-72.0% | $6,261-69.8% |