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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 | $76,834+52.0% | $108,359+7.8% | $87,485+33.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | -39.28% | 19.09%-58.4pp | 36.89%-76.2pp | 26.06%-65.3pp |
| Employer contribution / active EE | $21,488 | $1,556+1280.7% | $2,399+795.5% | $2,596+727.7% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,006 | $6,537+99.0% | $9,741+33.5% | $7,775+67.3% |