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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 | $78,445 | $154,209-49.1% | $130,062-39.7% | $139,487-43.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -3.00% | 32.52%-35.5pp | -137.37%+134.4pp | 373.84%-376.8pp |
| Employer contribution / active EE | $3,360 | $5,292-36.5% | $4,322-22.3% | $4,755-29.3% |
| Participant deferral / active EE | $25,000 | $6,709+272.6% | $5,821+329.5% | $6,713+272.4% |
| Admin fee / account holder | $503 | $13,988-96.4% | $10,601-95.3% | $11,407-95.6% |