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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 | $180,972 | $142,361+27.1% | $119,608+51.3% | $134,509+34.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.46% | -12.46%-10.0pp | -14.98%-7.5pp | 418.13%-440.6pp |
| Employer contribution / active EE | $19,588 | $5,224+275.0% | $4,232+362.8% | $4,741+313.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,802 | $13,588-79.4% | $10,326-72.9% | $11,427-75.5% |