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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 | $31,964 | $167,353-80.9% | $143,797-77.8% | $134,545-76.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -22.10% | 0.48%-22.6pp | -0.04%-22.1pp | 418.37%-440.5pp |
| Employer contribution / active EE | $12,168 | $5,620+116.5% | $4,952+145.7% | $4,742+156.6% |
| Participant deferral / active EE | $4,639 | $6,447-28.0% | $5,638-17.7% | $6,401-27.5% |
| Admin fee / account holder | $763 | $18,096-95.8% | $14,679-94.8% | $11,431-93.3% |