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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 | $136,869 | $211,224-35.2% | $178,505-23.3% | $145,897-6.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -21.21% | 30.28%-51.5pp | 27.16%-48.4pp | 552.29%-573.5pp |
| Employer contribution / active EE | $6,336 | $4,577+38.4% | $3,955+60.2% | $4,663+35.9% |
| Participant deferral / active EE | $12,925 | $6,966+85.6% | $6,280+105.8% | $6,689+93.2% |
| Admin fee / account holder | $954 | $12,109-92.1% | $10,428-90.9% | $13,390-92.9% |