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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 | $107,245 | $103,392+3.7% | $87,104+23.1% | $152,897-29.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -10.43% | 28.10%-38.5pp | 28.19%-38.6pp | 345.43%-355.9pp |
| Employer contribution / active EE | $10,754 | $3,221+233.9% | $2,521+326.5% | $4,764+125.8% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,709 | $12,194-12.2% | $7,491+43.0% | $11,599-7.7% |