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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 | $20,437 | $92,219-77.8% | $76,767-73.4% | $135,380-84.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.44% | 5.46%-16.9pp | 2.43%-13.9pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,617 | $3,216-49.7% | $2,485-35.0% | $4,779-66.2% |
| Participant deferral / active EE | $2,549 | $4,508-43.5% | $3,852-33.8% | $5,609-54.5% |
| Admin fee / account holder | $1,489 | $10,749-86.1% | $6,675-77.7% | $10,828-86.2% |