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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 | $49,444 | $201,370-75.4% | $184,256-73.2% | $145,897-66.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -7.94% | 29.05%-37.0pp | 28.85%-36.8pp | 552.29%-560.2pp |
| Employer contribution / active EE | $4,709 | $7,024-33.0% | $6,427-26.7% | $4,663+1.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,672 | $16,364-83.7% | $13,899-80.8% | $13,390-80.0% |