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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 | $26,017 | $167,353-84.5% | $143,797-81.9% | $134,545-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.01% | 0.48%-24.5pp | -0.04%-24.0pp | 418.37%-442.4pp |
| Employer contribution / active EE | $2,478 | $5,620-55.9% | $4,952-50.0% | $4,742-47.7% |
| Participant deferral / active EE | $3,718 | $6,447-42.3% | $5,638-34.1% | $6,401-41.9% |
| Admin fee / account holder | $1,041 | $18,096-94.2% | $14,679-92.9% | $11,431-90.9% |