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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 | $100,890 | $167,362-39.7% | $143,799-29.8% | $134,532-25.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.32% | 0.47%-38.8pp | -0.04%-38.3pp | 418.27%-456.6pp |
| Employer contribution / active EE | $2,977 | $5,620-47.0% | $4,952-39.9% | $4,741-37.2% |
| Participant deferral / active EE | $10,800 | $6,447+67.5% | $5,638+91.5% | $6,401+68.7% |
| Admin fee / account holder | $544 | $18,094-97.0% | $14,677-96.3% | $11,429-95.2% |