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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 | $106,267 | $142,392-25.4% | $119,622-11.2% | $134,532-21.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.10% | -12.46%-8.6pp | -14.98%-6.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $3,750 | $5,224-28.2% | $4,232-11.4% | $4,741-20.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,224 | $13,593-91.0% | $10,328-88.2% | $11,429-89.3% |