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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 | $91,639 | $215,361-57.4% | $171,082-46.4% | $273,972-66.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -3.53% | 25.14%-28.7pp | 32.56%-36.1pp | 41.46%-45.0pp |
| Employer contribution / active EE | $28,688 | $4,967+477.6% | $4,002+616.8% | $4,869+489.2% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,448 | $10,846-12.9% | $8,520+10.9% | $10,133-6.8% |