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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 | $132,233 | $167,352-21.0% | $143,788-8.0% | $134,509-1.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.48% | 0.47%-29.0pp | -0.03%-28.4pp | 418.13%-446.6pp |
| Employer contribution / active EE | $22,338 | $5,620+297.5% | $4,952+351.1% | $4,741+371.2% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,400+110.9% |
| Admin fee / account holder | $6,040 | $18,091-66.6% | $14,675-58.8% | $11,427-47.1% |