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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 | $29,742 | $127,387-76.7% | $115,038-74.1% | $125,389-76.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -26.54% | 31.28%-57.8pp | 26.14%-52.7pp | 282.24%-308.8pp |
| Employer contribution / active EE | $5,475 | $5,166+6.0% | $4,608+18.8% | $4,866+12.5% |
| Participant deferral / active EE | $12,000 | $6,423+86.8% | $6,026+99.1% | $5,352+124.2% |
| Admin fee / account holder | $4,433 | $9,516-53.4% | $8,175-45.8% | $9,541-53.5% |