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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 | $68,520 | $78,694-12.9% | $67,652+1.3% | $125,389-45.4% |
| Participation rate | 92.9% | 78.8%+14.1pp | 75.7%+17.2pp | 83.2%+9.7pp |
| Annual return | -5.69% | 9.46%-15.1pp | 6625.40%-6631.1pp | 282.24%-287.9pp |
| Employer contribution / active EE | $9,881 | $3,044+224.6% | $2,266+336.1% | $4,866+103.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,326 | $7,403-28.1% | $4,821+10.5% | $9,541-44.2% |