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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 | $111,852 | $167,522-33.2% | $151,639-26.2% | $134,532-16.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.83% | 7.81%-32.6pp | 3.34%-28.2pp | 418.27%-443.1pp |
| Employer contribution / active EE | $2,545 | $6,828-62.7% | $6,165-58.7% | $4,741-46.3% |
| Participant deferral / active EE | $8,133 | $8,986-9.5% | $8,363-2.8% | $6,401+27.1% |
| Admin fee / account holder | $550 | $13,780-96.0% | $11,613-95.3% | $11,429-95.2% |