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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 | $111,593 | $100,811+10.7% | $86,698+28.7% | $134,545-17.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.41% | 29.11%-50.5pp | 35.96%-57.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $8,117 | $3,490+132.6% | $2,837+186.1% | $4,742+71.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,341 | $10,926-78.6% | $7,492-68.8% | $11,431-79.5% |