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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 | $44,590 | $199,109-77.6% | $173,730-74.3% | $154,746-71.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | -4.77% | 20.02%-24.8pp | 19.96%-24.7pp | 172.34%-177.1pp |
| Employer contribution / active EE | $17,647 | $5,311+232.3% | $4,577+285.5% | $4,379+303.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,795 | $20,916-91.4% | $17,523-89.8% | $14,365-87.5% |