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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 | $72,386 | $142,392-49.2% | $119,622-39.5% | $134,532-46.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.37% | -12.46%-10.9pp | -14.98%-8.4pp | 418.27%-441.6pp |
| Employer contribution / active EE | $9,537 | $5,224+82.6% | $4,232+125.3% | $4,741+101.2% |
| Participant deferral / active EE | $8,793 | $6,467+36.0% | $5,601+57.0% | $6,401+37.4% |
| Admin fee / account holder | $597 | $13,593-95.6% | $10,328-94.2% | $11,429-94.8% |