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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 | $79,135 | $154,159-48.7% | $130,026-39.1% | $139,456-43.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -6.94% | 32.50%-39.4pp | -137.26%+130.3pp | 373.45%-380.4pp |
| Employer contribution / active EE | $8,245 | $5,292+55.8% | $4,321+90.8% | $4,753+73.5% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,287 | $14,001-55.1% | $10,608-40.7% | $11,407-44.9% |