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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 | $30,839 | $107,806-71.4% | $90,655-66.0% | $135,382-77.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -10.42% | -0.90%-9.5pp | 1.89%-12.3pp | 519.77%-530.2pp |
| Employer contribution / active EE | $3,242 | $3,018+7.4% | $2,532+28.1% | $4,779-32.2% |
| Participant deferral / active EE | $9,996 | $3,872+158.1% | $3,425+191.9% | $5,609+78.2% |
| Admin fee / account holder | $1,543 | $5,931-74.0% | $4,994-69.1% | $10,829-85.8% |