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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 | $27,392 | $202,463-86.5% | $169,397-83.8% | $139,487-80.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -8.44% | 532.64%-541.1pp | 406.23%-414.7pp | 373.84%-382.3pp |
| Employer contribution / active EE | $2,274 | $4,694-51.6% | $4,013-43.3% | $4,755-52.2% |
| Participant deferral / active EE | $3,410 | $6,941-50.9% | $6,223-45.2% | $6,713-49.2% |
| Admin fee / account holder | $377 | $10,726-96.5% | $9,017-95.8% | $11,407-96.7% |