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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 | $33,358 | $167,352-80.1% | $143,788-76.8% | $134,509-75.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.52% | 0.47%-31.0pp | -0.03%-30.5pp | 418.13%-448.7pp |
| Employer contribution / active EE | $5,615 | $5,620-0.1% | $4,952+13.4% | $4,741+18.5% |
| Participant deferral / active EE | $9,455 | $6,447+46.7% | $5,638+67.7% | $6,400+47.7% |
| Admin fee / account holder | $1,923 | $18,091-89.4% | $14,675-86.9% | $11,427-83.2% |