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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 | $21,803 | $167,353-87.0% | $143,797-84.8% | $134,545-83.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.74% | 0.48%-21.2pp | -0.04%-20.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $4,213 | $5,620-25.0% | $4,952-14.9% | $4,742-11.1% |
| Participant deferral / active EE | $14,782 | $6,447+129.3% | $5,638+162.2% | $6,401+130.9% |
| Admin fee / account holder | $499 | $18,096-97.2% | $14,679-96.6% | $11,431-95.6% |