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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 | $209,933 | $211,224-0.6% | $178,505+17.6% | $145,897+43.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -14.55% | 30.28%-44.8pp | 27.16%-41.7pp | 552.29%-566.8pp |
| Employer contribution / active EE | $24,574 | $4,577+437.0% | $3,955+521.3% | $4,663+427.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,355 | $12,109-47.5% | $10,428-39.1% | $13,390-52.5% |