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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 | $65,976 | $167,353-60.6% | $143,797-54.1% | $134,545-51.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.45% | 0.48%-20.9pp | -0.04%-20.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $6,071 | $5,620+8.0% | $4,952+22.6% | $4,742+28.0% |
| Participant deferral / active EE | $9,500 | $6,447+47.4% | $5,638+68.5% | $6,401+48.4% |
| Admin fee / account holder | $1,068 | $18,096-94.1% | $14,679-92.7% | $11,431-90.7% |