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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 | $143,141 | $142,409+0.5% | $119,634+19.6% | $134,545+6.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.43% | -12.46%-10.0pp | -14.98%-7.4pp | 418.37%-440.8pp |
| Employer contribution / active EE | $1,660 | $5,224-68.2% | $4,232-60.8% | $4,742-65.0% |
| Participant deferral / active EE | $2,231 | $6,468-65.5% | $5,601-60.2% | $6,401-65.1% |
| Admin fee / account holder | $1,532 | $13,594-88.7% | $10,329-85.2% | $11,431-86.6% |