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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 | $103,099 | $67,894+51.9% | $89,340+15.4% | $82,448+25.0% |
| Participation rate | 94.5% | 64.0%+30.5pp | 69.6%+25.0pp | 68.1%+26.5pp |
| Annual return | -50.42% | 19.21%-69.6pp | 20.57%-71.0pp | 41.64%-92.1pp |
| Employer contribution / active EE | $27,162 | $1,828+1386.1% | $2,231+1117.3% | $2,551+964.8% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,200 | $5,723+43.3% | $6,704+22.3% | $7,234+13.3% |