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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 | $82,454 | $56,544+45.8% | $75,501+9.2% | $70,126+17.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | -30.10% | 23.59%-53.7pp | 27.35%-57.5pp | 73.15%-103.3pp |
| Employer contribution / active EE | $13,671 | $1,817+652.6% | $2,352+481.3% | $2,343+483.6% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,656 | $3,827+100.1% | $5,801+32.0% | $4,645+64.8% |