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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 | $53,094 | $142,409-62.7% | $119,634-55.6% | $134,545-60.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.50% | -12.46%-13.0pp | -14.98%-10.5pp | 418.37%-443.9pp |
| Employer contribution / active EE | $11,837 | $5,224+126.6% | $4,232+179.7% | $4,742+149.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,177 | $13,594-91.3% | $10,329-88.6% | $11,431-89.7% |