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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 | $64,249 | $211,946-69.7% | $169,452-62.1% | $135,380-52.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.14% | 3.26%-15.4pp | 1.83%-14.0pp | 519.81%-531.9pp |
| Employer contribution / active EE | $16,200 | $5,117+216.6% | $4,157+289.7% | $4,779+239.0% |
| Participant deferral / active EE | $18,000 | $6,075+196.3% | $5,277+241.1% | $5,609+220.9% |
| Admin fee / account holder | $354 | $11,472-96.9% | $9,110-96.1% | $10,828-96.7% |