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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 | $92,741 | $223,823-58.6% | $211,142-56.1% | $154,746-40.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | -22.53% | 50.39%-72.9pp | 46.84%-69.4pp | 172.34%-194.9pp |
| Employer contribution / active EE | $9,147 | $6,787+34.8% | $6,442+42.0% | $4,379+108.9% |
| Participant deferral / active EE | $17,381 | $9,750+78.3% | $9,284+87.2% | $6,730+158.2% |
| Admin fee / account holder | $11,259 | $19,707-42.9% | $19,076-41.0% | $14,365-21.6% |