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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 | $16,371 | $97,881-83.3% | $80,004-79.5% | $125,393-86.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -7.19% | 9.36%-16.5pp | 7.63%-14.8pp | 282.23%-289.4pp |
| Employer contribution / active EE | $1,615 | $3,128-48.4% | $2,473-34.7% | $4,866-66.8% |
| Participant deferral / active EE | $2,951 | $3,744-21.2% | $3,204-7.9% | $5,351-44.9% |
| Admin fee / account holder | $1,055 | $6,278-83.2% | $5,033-79.0% | $9,541-88.9% |