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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 | $99,601 | $176,786-43.7% | $146,643-32.1% | $167,536-40.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -6.67% | 24.04%-30.7pp | 22.75%-29.4pp | 478.82%-485.5pp |
| Employer contribution / active EE | $17,577 | $5,161+240.6% | $4,137+324.9% | $4,839+263.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,308 | $13,262-90.1% | $10,280-87.3% | $12,315-89.4% |