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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 | $126,045 | $176,794-28.7% | $146,647-14.0% | $167,553-24.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -13.00% | 24.04%-37.0pp | 22.75%-35.8pp | 478.89%-491.9pp |
| Employer contribution / active EE | $12,105 | $5,161+134.5% | $4,137+192.6% | $4,840+150.1% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,761 | $13,262-18.9% | $10,281+4.7% | $12,316-12.6% |