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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 | $91,830 | $110,083-16.6% | $151,639-39.4% | $68,486+34.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -28.54% | -10.12%-18.4pp | 3.34%-31.9pp | -7.85%-20.7pp |
| Employer contribution / active EE | $18,323 | $4,470+309.9% | $6,165+197.2% | $2,597+605.7% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,701 | $7,718+12.7% | $11,613-25.1% | $5,404+61.0% |