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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 | $83,886 | $78,423+7.0% | $95,964-12.6% | $79,856+5.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -25.52% | 19.37%-44.9pp | 91.64%-117.2pp | 31.71%-57.2pp |
| Employer contribution / active EE | $15,927 | $1,945+718.7% | $2,541+526.7% | $2,471+544.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,312 | $5,622-23.3% | $6,797-36.6% | $5,306-18.7% |