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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 | $102,789 | $167,353-38.6% | $143,797-28.5% | $134,545-23.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.93% | 0.48%-21.4pp | -0.04%-20.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $12,708 | $5,620+126.1% | $4,952+156.6% | $4,742+168.0% |
| Participant deferral / active EE | $8,822 | $6,447+36.8% | $5,638+56.5% | $6,401+37.8% |
| Admin fee / account holder | $2,676 | $18,096-85.2% | $14,679-81.8% | $11,431-76.6% |