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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 | $56,278 | $167,362-66.4% | $143,799-60.9% | $134,532-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.28% | 0.47%-25.8pp | -0.04%-25.2pp | 418.27%-443.5pp |
| Employer contribution / active EE | $6,930 | $5,620+23.3% | $4,952+39.9% | $4,741+46.2% |
| Participant deferral / active EE | $5,540 | $6,447-14.1% | $5,638-1.7% | $6,401-13.4% |
| Admin fee / account holder | $1,258 | $18,094-93.0% | $14,677-91.4% | $11,429-89.0% |