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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 | $87,882 | $127,387-31.0% | $115,038-23.6% | $125,389-29.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -30.43% | 31.28%-61.7pp | 26.14%-56.6pp | 282.24%-312.7pp |
| Employer contribution / active EE | $34,120 | $5,166+560.5% | $4,608+640.5% | $4,866+601.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,924 | $9,516-37.8% | $8,175-27.5% | $9,541-37.9% |