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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 | $201,007 | $142,361+41.2% | $119,608+68.1% | $134,509+49.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.12% | -12.46%-8.7pp | -14.98%-6.1pp | 418.13%-439.3pp |
| Employer contribution / active EE | $2,552 | $5,224-51.1% | $4,232-39.7% | $4,741-46.2% |
| Participant deferral / active EE | $9,598 | $6,468+48.4% | $5,601+71.3% | $6,400+50.0% |
| Admin fee / account holder | $1,277 | $13,588-90.6% | $10,326-87.6% | $11,427-88.8% |