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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 | $91,815 | $100,792-8.9% | $86,691+5.9% | $134,509-31.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.21% | 29.08%-50.3pp | 35.94%-57.2pp | 418.13%-439.3pp |
| Employer contribution / active EE | $4,167 | $3,491+19.4% | $2,837+46.9% | $4,741-12.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,710 | $10,924-66.0% | $7,492-50.5% | $11,427-67.5% |