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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 | $22,785 | $211,946-89.2% | $169,452-86.6% | $135,379-83.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.24% | 3.26%-12.5pp | 1.83%-11.1pp | 519.79%-529.0pp |
| Employer contribution / active EE | $2,384 | $5,117-53.4% | $4,157-42.7% | $4,779-50.1% |
| Participant deferral / active EE | $5,263 | $6,075-13.4% | $5,277-0.3% | $5,609-6.2% |
| Admin fee / account holder | $1,189 | $11,472-89.6% | $9,110-87.0% | $10,828-89.0% |