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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 | $116,765 | $73,787+58.2% | $98,716+18.3% | $82,448+41.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | -39.28% | 18.57%-57.8pp | 31.81%-71.1pp | 41.64%-80.9pp |
| Employer contribution / active EE | $21,488 | $1,511+1321.9% | $2,279+843.1% | $2,551+742.4% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,006 | $6,500+100.1% | $8,703+49.4% | $7,234+79.8% |