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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 | $101,390 | $107,809-6.0% | $90,657+11.8% | $135,379-25.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.80% | -0.90%-8.9pp | 1.89%-11.7pp | 519.79%-529.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,240 | $3,872+61.2% | $3,424+82.2% | $5,609+11.2% |
| Admin fee / account holder | $1,041 | $5,931-82.4% | $4,994-79.1% | $10,828-90.4% |