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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 | $67,334 | $103,393-34.9% | $87,103-22.7% | $152,909-56.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -19.70% | 28.10%-47.8pp | 28.19%-47.9pp | 345.46%-365.2pp |
| Employer contribution / active EE | $7,592 | $3,221+135.7% | $2,521+201.1% | $4,764+59.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,575 | $12,195-87.1% | $7,491-79.0% | $11,601-86.4% |