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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 | $109,014 | $112,300-2.9% | $90,223+20.8% | $125,389-13.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -11.22% | -0.57%-10.6pp | 1.31%-12.5pp | 282.24%-293.5pp |
| Employer contribution / active EE | $9,610 | $5,181+85.5% | $4,378+119.5% | $4,866+97.5% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,766 | $10,990-83.9% | $7,406-76.1% | $9,541-81.5% |