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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 | $73,400 | $97,881-25.0% | $80,004-8.3% | $125,389-41.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -4.20% | 9.36%-13.6pp | 7.63%-11.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $3,286 | $3,128+5.1% | $2,473+32.9% | $4,866-32.5% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,514 | $6,278-59.9% | $5,033-50.0% | $9,541-73.6% |