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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 | $125,232 | $142,409-12.1% | $119,634+4.7% | $134,545-6.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.24% | -12.46%-11.8pp | -14.98%-9.3pp | 418.37%-442.6pp |
| Employer contribution / active EE | $2,263 | $5,224-56.7% | $4,232-46.5% | $4,742-52.3% |
| Participant deferral / active EE | $18,507 | $6,468+186.1% | $5,601+230.4% | $6,401+189.1% |
| Admin fee / account holder | $6,061 | $13,594-55.4% | $10,329-41.3% | $11,431-47.0% |