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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 | $238,408 | $142,361+67.5% | $119,608+99.3% | $134,509+77.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.76% | -12.46%-8.3pp | -14.98%-5.8pp | 418.13%-438.9pp |
| Employer contribution / active EE | $5,996 | $5,224+14.8% | $4,232+41.7% | $4,741+26.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,612 | $13,588-80.8% | $10,326-74.7% | $11,427-77.1% |