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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 | $58,090 | $113,941-49.0% | $94,228-38.4% | $125,388-53.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.27% | 5.29%-11.6pp | 10.68%-16.9pp | 282.24%-288.5pp |
| Employer contribution / active EE | $6,251 | $4,727+32.2% | $3,587+74.3% | $4,866+28.4% |
| Participant deferral / active EE | $8,296 | $5,179+60.2% | $4,320+92.0% | $5,352+55.0% |
| Admin fee / account holder | $314 | $8,392-96.3% | $6,269-95.0% | $9,541-96.7% |