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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 | $17,793 | $181,062-90.2% | $158,223-88.8% | $155,188-88.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -6.19% | 57.39%-63.6pp | 52.09%-58.3pp | 148.84%-155.0pp |
| Employer contribution / active EE | $1,959 | $4,565-57.1% | $4,109-52.3% | $4,248-53.9% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $905 | $18,825-95.2% | $16,047-94.4% | $14,480-93.8% |