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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 | $109,733 | $108,825+0.8% | $156,181-29.7% | $82,448+33.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -18.56% | 20.59%-39.1pp | 64.87%-83.4pp | 41.64%-60.2pp |
| Employer contribution / active EE | $16,280 | $2,870+467.3% | $4,294+279.1% | $2,551+538.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,000 | $9,341-3.7% | $14,586-38.3% | $7,234+24.4% |