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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 | $125,387 | $167,415-25.1% | $140,514-10.8% | $198,609-36.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | -5.33% | 13.85%-19.2pp | 14.36%-19.7pp | 202.70%-208.0pp |
| Employer contribution / active EE | $9,525 | $4,088+133.0% | $3,378+182.0% | $5,055+88.4% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,804 | $16,730-59.3% | $13,697-50.3% | $19,030-64.2% |