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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 | $80,398 | $81,476-1.3% | $102,383-21.5% | $80,925-0.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -33.23% | 25.59%-58.8pp | 24.94%-58.2pp | 35.65%-68.9pp |
| Employer contribution / active EE | $32,329 | $3,105+941.3% | $3,870+735.3% | $2,756+1072.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,370 | $6,717-64.7% | $8,391-71.8% | $6,940-65.8% |