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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 | $82,289 | $99,875-17.6% | $146,866-44.0% | $86,983-5.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -18.67% | 28.10%-46.8pp | 102.85%-121.5pp | 25.83%-44.5pp |
| Employer contribution / active EE | $12,053 | $3,224+273.8% | $4,425+172.4% | $2,584+366.4% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,737 | $7,838-26.8% | $13,620-57.9% | $7,856-27.0% |