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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 | $47,150 | $167,362-71.8% | $143,799-67.2% | $134,532-65.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.84% | 0.47%-21.3pp | -0.04%-20.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $2,888 | $5,620-48.6% | $4,952-41.7% | $4,741-39.1% |
| Participant deferral / active EE | $6,793 | $6,447+5.4% | $5,638+20.5% | $6,401+6.1% |
| Admin fee / account holder | $612 | $18,094-96.6% | $14,677-95.8% | $11,429-94.6% |