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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 | $96,596 | $85,790+12.6% | $67,313+43.5% | $135,380-28.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -19.57% | -0.54%-19.0pp | -4.08%-15.5pp | 519.81%-539.4pp |
| Employer contribution / active EE | $9,850 | $3,487+182.4% | $2,566+283.9% | $4,779+106.1% |
| Participant deferral / active EE | $7,300 | $4,651+57.0% | $3,568+104.6% | $5,609+30.1% |
| Admin fee / account holder | $928 | $6,392-85.5% | $4,507-79.4% | $10,828-91.4% |