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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 | $165,620 | $107,809+53.6% | $90,657+82.7% | $135,379+22.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -12.60% | -0.90%-11.7pp | 1.89%-14.5pp | 519.79%-532.4pp |
| Employer contribution / active EE | $8,709 | $3,018+188.6% | $2,532+244.0% | $4,779+82.2% |
| Participant deferral / active EE | $5,293 | $3,872+36.7% | $3,424+54.6% | $5,609-5.6% |
| Admin fee / account holder | $3,502 | $5,931-41.0% | $4,994-29.9% | $10,828-67.7% |