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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 | $244,472 | $59,332+312.0% | $90,223+171.0% | $59,633+310.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -11.79% | 3.25%-15.0pp | 1.31%-13.1pp | 2041.45%-2053.2pp |
| Employer contribution / active EE | $3,911 | $3,031+29.0% | $4,378-10.7% | $2,203+77.5% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,792-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,952 | $5,032-41.3% | $7,406-60.1% | $4,297-31.3% |