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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 | $154,145-49.1% | $130,014-39.7% | $139,427-43.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1.44% | 32.49%-31.0pp | -137.22%+138.7pp | 373.27%-371.8pp |
| Employer contribution / active EE | $10,000 | $5,290+89.0% | $4,320+131.5% | $4,752+110.5% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,044 | $14,009-71.1% | $10,616-61.9% | $11,404-64.5% |