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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 | $104,502 | $227,399-54.0% | $189,758-44.9% | $198,609-47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -15.44% | 61.03%-76.5pp | 52.62%-68.1pp | 202.70%-218.1pp |
| Employer contribution / active EE | $5,399 | $5,526-2.3% | $4,767+13.3% | $5,055+6.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,630 | $25,162-81.6% | $20,388-77.3% | $19,030-75.7% |