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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 | $112,757 | $142,409-20.8% | $119,634-5.7% | $134,545-16.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.41% | -12.46%-12.0pp | -14.98%-9.4pp | 418.37%-442.8pp |
| Employer contribution / active EE | $8,653 | $5,224+65.6% | $4,232+104.4% | $4,742+82.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $851 | $13,594-93.7% | $10,329-91.8% | $11,431-92.6% |