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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 | $78,400 | $154,209-49.2% | $130,062-39.7% | $139,487-43.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1.44% | 32.52%-31.1pp | -137.37%+138.8pp | 373.84%-372.4pp |
| Employer contribution / active EE | $10,000 | $5,292+88.9% | $4,322+131.4% | $4,755+110.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,044 | $13,988-71.1% | $10,601-61.9% | $11,407-64.5% |