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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 | $94,012 | $95,915-2.0% | $79,580+18.1% | $134,532-30.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.75% | -2.71%-18.0pp | 0.15%-20.9pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,500 | $3,129-20.1% | $2,413+3.6% | $4,741-47.3% |
| Participant deferral / active EE | $5,533 | $4,693+17.9% | $3,985+38.8% | $6,401-13.6% |
| Admin fee / account holder | $22,454 | $9,132+145.9% | $6,835+228.5% | $11,429+96.5% |