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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 | $82,801 | $58,523+41.5% | $99,475-16.8% | $72,975+13.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | -36.64% | 28.51%-65.1pp | 30.72%-67.4pp | 81.01%-117.7pp |
| Employer contribution / active EE | $15,470 | $1,512+923.2% | $2,540+509.0% | $2,440+534.0% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,283 | $4,102+77.6% | $6,252+16.5% | $5,124+42.1% |