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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 | $21,151 | $90,590-76.7% | $90,782-76.7% | $135,379-84.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -9.64% | -3.40%-6.2pp | -3.42%-6.2pp | 519.79%-529.4pp |
| Employer contribution / active EE | $5,821 | $4,352+33.7% | $4,105+41.8% | $4,779+21.8% |
| Participant deferral / active EE | $3,205 | $5,407-40.7% | $5,366-40.3% | $5,609-42.9% |
| Admin fee / account holder | $8,566 | $7,683+11.5% | $5,908+45.0% | $10,828-20.9% |