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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 | $33,318 | $167,353-80.1% | $143,797-76.8% | $134,545-75.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.40% | 0.48%-23.9pp | -0.04%-23.4pp | 418.37%-441.8pp |
| Employer contribution / active EE | $2,619 | $5,620-53.4% | $4,952-47.1% | $4,742-44.8% |
| Participant deferral / active EE | $5,329 | $6,447-17.3% | $5,638-5.5% | $6,401-16.7% |
| Admin fee / account holder | $328 | $18,096-98.2% | $14,679-97.8% | $11,431-97.1% |