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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 | $23,895 | $154,228-84.5% | $145,433-83.6% | $137,256-82.6% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | -20.95% | 74.59%-95.5pp | 66.58%-87.5pp | 220.34%-241.3pp |
| Employer contribution / active EE | $8,710 | $4,804+81.3% | $4,554+91.2% | $4,156+109.6% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,263 | $14,344-84.2% | $13,129-82.8% | $12,270-81.6% |