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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 | $77,010 | $97,020-20.6% | $83,327-7.6% | $135,380-43.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.93% | 12.31%-23.2pp | 10.64%-21.6pp | 519.81%-530.7pp |
| Employer contribution / active EE | $6,667 | $4,144+60.9% | $3,379+97.3% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $985 | $8,426-88.3% | $7,540-86.9% | $10,828-90.9% |