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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 | $109,863 | $167,522-34.4% | $151,639-27.5% | $134,532-18.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.10% | 7.81%-38.9pp | 3.34%-34.4pp | 418.27%-449.4pp |
| Employer contribution / active EE | $6,604 | $6,828-3.3% | $6,165+7.1% | $4,741+39.3% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,496 | $13,780-89.1% | $11,613-87.1% | $11,429-86.9% |