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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 | $75,350 | $127,387-40.8% | $115,038-34.5% | $125,389-39.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.60% | 31.28%-34.9pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $11,029 | $5,166+113.5% | $4,608+139.4% | $4,866+126.6% |
| Participant deferral / active EE | $10,553 | $6,423+64.3% | $6,026+75.1% | $5,352+97.2% |
| Admin fee / account holder | $543 | $9,516-94.3% | $8,175-93.4% | $9,541-94.3% |