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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 | $57,129 | $156,398-63.5% | $147,318-61.2% | $138,895-58.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -8.67% | 78.75%-87.4pp | 70.43%-79.1pp | 145.39%-154.1pp |
| Employer contribution / active EE | $1,023 | $4,853-78.9% | $4,593-77.7% | $4,194-75.6% |
| Participant deferral / active EE | $15,860 | $8,237+92.5% | $7,906+100.6% | $6,396+148.0% |
| Admin fee / account holder | $11,755 | $14,976-21.5% | $13,708-14.2% | $12,562-6.4% |