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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 | $81,579 | $124,980-34.7% | $108,359-24.7% | $154,746-47.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | -4.76% | 45.00%-49.8pp | 36.89%-41.7pp | 172.34%-177.1pp |
| Employer contribution / active EE | $13,093 | $2,851+359.3% | $2,399+445.6% | $4,379+199.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,491 | $11,502-8.8% | $9,741+7.7% | $14,365-27.0% |