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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 | $31,251 | $140,592-77.8% | $123,105-74.6% | $125,389-75.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.83% | 16.80%-20.6pp | 13.22%-17.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $17,993 | $6,041+197.8% | $5,151+249.3% | $4,866+269.8% |
| Participant deferral / active EE | $9,074 | $6,980+30.0% | $6,229+45.7% | $5,352+69.6% |
| Admin fee / account holder | $48,405 | $11,198+332.3% | $9,014+437.0% | $9,541+407.3% |