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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 | $154,228-63.0% | $145,433-60.7% | $137,256-58.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -8.67% | 74.59%-83.3pp | 66.58%-75.2pp | 220.34%-229.0pp |
| Employer contribution / active EE | $1,023 | $4,804-78.7% | $4,554-77.5% | $4,156-75.4% |
| Participant deferral / active EE | $15,860 | $8,216+93.0% | $7,897+100.8% | $6,407+147.5% |
| Admin fee / account holder | $11,755 | $14,344-18.1% | $13,129-10.5% | $12,270-4.2% |