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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 | $82,879 | $167,362-50.5% | $143,799-42.4% | $134,532-38.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.57% | 0.47%-22.0pp | -0.04%-21.5pp | 418.27%-439.8pp |
| Employer contribution / active EE | $2,511 | $5,620-55.3% | $4,952-49.3% | $4,741-47.0% |
| Participant deferral / active EE | $9,522 | $6,447+47.7% | $5,638+68.9% | $6,401+48.8% |
| Admin fee / account holder | $748 | $18,094-95.9% | $14,677-94.9% | $11,429-93.5% |