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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 | $113,755 | $71,872+58.3% | $86,691+31.2% | $68,495+66.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.87% | 3.53%-23.4pp | 35.94%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,907 | $3,779+82.8% | $4,656+48.3% | $4,028+71.5% |
| Admin fee / account holder | $11,976 | $6,112+95.9% | $7,492+59.9% | $5,403+121.6% |