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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 | $123,155-33.8% | $108,753-25.0% | $155,188-47.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | -4.76% | 44.73%-49.5pp | 37.47%-42.2pp | 148.84%-153.6pp |
| Employer contribution / active EE | $13,093 | $2,811+365.7% | $2,427+439.6% | $4,248+208.2% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,491 | $12,126-13.5% | $10,320+1.7% | $14,480-27.5% |