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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 | $81,425 | $106,864-23.8% | $147,318-44.7% | $82,637-1.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -28.10% | 27.49%-55.6pp | 70.43%-98.5pp | 53.51%-81.6pp |
| Employer contribution / active EE | $26,311 | $3,417+670.1% | $4,593+472.9% | $2,552+931.0% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,607 | $8,415-57.1% | $13,708-73.7% | $7,339-50.9% |