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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 | $130,626 | $183,516-28.8% | $155,534-16.0% | $145,884-10.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -18.58% | 61.43%-80.0pp | 64.92%-83.5pp | 551.85%-570.4pp |
| Employer contribution / active EE | $25,485 | $5,315+379.5% | $4,675+445.2% | $4,662+446.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,311 | $19,293-93.2% | $15,900-91.8% | $13,392-90.2% |