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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 | $115,403 | $181,896-36.6% | $156,551-26.3% | $273,972-57.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.45% | 30.74%-32.2pp | 32.23%-33.7pp | 41.46%-42.9pp |
| Employer contribution / active EE | $1,712 | $6,248-72.6% | $5,501-68.9% | $4,869-64.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,363 | $15,560-78.4% | $13,028-74.2% | $10,133-66.8% |