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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 | $21,395 | $162,136-86.8% | $152,301-86.0% | $154,746-86.2% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | -50.34% | 91.02%-141.4pp | 80.50%-130.8pp | 172.34%-222.7pp |
| Employer contribution / active EE | $2,484 | $4,890-49.2% | $4,624-46.3% | $4,379-43.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,346 | $15,759-85.1% | $14,398-83.7% | $14,365-83.7% |