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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 | $88,604 | $167,362-47.1% | $143,799-38.4% | $134,532-34.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.91% | 0.47%-24.4pp | -0.04%-23.9pp | 418.27%-442.2pp |
| Employer contribution / active EE | $3,399 | $5,620-39.5% | $4,952-31.4% | $4,741-28.3% |
| Participant deferral / active EE | $9,884 | $6,447+53.3% | $5,638+75.3% | $6,401+54.4% |
| Admin fee / account holder | $60,271 | $18,094+233.1% | $14,677+310.6% | $11,429+427.4% |