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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 | $103,041 | $215,361-52.2% | $171,082-39.8% | $273,972-62.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -2.31% | 25.14%-27.5pp | 32.56%-34.9pp | 41.46%-43.8pp |
| Employer contribution / active EE | $27,500 | $4,967+453.7% | $4,002+587.2% | $4,869+464.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23,050 | $10,846+112.5% | $8,520+170.5% | $10,133+127.5% |