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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 | $62,263 | $167,362-62.8% | $143,799-56.7% | $134,532-53.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.98% | 0.47%-24.5pp | -0.04%-23.9pp | 418.27%-442.3pp |
| Employer contribution / active EE | $2,507 | $5,620-55.4% | $4,952-49.4% | $4,741-47.1% |
| Participant deferral / active EE | $7,660 | $6,447+18.8% | $5,638+35.9% | $6,401+19.7% |
| Admin fee / account holder | $11,420 | $18,094-36.9% | $14,677-22.2% | $11,429-0.1% |