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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 | $93,668 | $167,352-44.0% | $143,788-34.9% | $134,509-30.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -46.46% | 0.47%-46.9pp | -0.03%-46.4pp | 418.13%-464.6pp |
| Employer contribution / active EE | $5,669 | $5,620+0.9% | $4,952+14.5% | $4,741+19.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $13,770 | $18,091-23.9% | $14,675-6.2% | $11,427+20.5% |