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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 | $112,729-27.6% | $98,716-17.4% | $137,256-40.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -4.76% | 38.48%-43.2pp | 31.81%-36.6pp | 220.34%-225.1pp |
| Employer contribution / active EE | $13,093 | $2,725+380.4% | $2,279+474.6% | $4,156+215.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,491 | $10,129+3.6% | $8,703+20.5% | $12,270-14.5% |