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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 | $52,486 | $167,522-68.7% | $151,639-65.4% | $134,532-61.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.77% | 7.81%-34.6pp | 3.34%-30.1pp | 418.27%-445.0pp |
| Employer contribution / active EE | $3,562 | $6,828-47.8% | $6,165-42.2% | $4,741-24.9% |
| Participant deferral / active EE | $16,558 | $8,986+84.3% | $8,363+98.0% | $6,401+158.7% |
| Admin fee / account holder | $4,370 | $13,780-68.3% | $11,613-62.4% | $11,429-61.8% |