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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 | $32,644 | $211,946-84.6% | $169,452-80.7% | $135,380-75.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.00% | 3.26%-14.3pp | 1.83%-12.8pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,582 | $5,117-69.1% | $4,157-61.9% | $4,779-66.9% |
| Participant deferral / active EE | $8,917 | $6,075+46.8% | $5,277+69.0% | $5,609+59.0% |
| Admin fee / account holder | $378 | $11,472-96.7% | $9,110-95.9% | $10,828-96.5% |