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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 | $130,625 | $166,131-21.4% | $164,975-20.8% | $145,877-10.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -36.40% | 100.37%-136.8pp | 70.12%-106.5pp | 551.28%-587.7pp |
| Employer contribution / active EE | $11,442 | $5,276+116.9% | $4,343+163.5% | $4,663+145.4% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,807 | $16,648-89.1% | $12,688-85.8% | $13,402-86.5% |