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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 | $53,994 | $167,504-67.8% | $151,628-64.4% | $134,509-59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.51% | 7.81%-29.3pp | 3.34%-24.8pp | 418.13%-439.6pp |
| Employer contribution / active EE | $4,841 | $6,828-29.1% | $6,165-21.5% | $4,741+2.1% |
| Participant deferral / active EE | $5,581 | $8,985-37.9% | $8,363-33.3% | $6,400-12.8% |
| Admin fee / account holder | $13,330 | $13,779-3.3% | $11,613+14.8% | $11,427+16.7% |