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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 | $30,825 | $182,442-83.1% | $163,379-81.1% | $138,895-77.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | -24.76% | 72.74%-97.5pp | 63.41%-88.2pp | 145.39%-170.2pp |
| Employer contribution / active EE | $3,632 | $4,159-12.7% | $3,752-3.2% | $4,194-13.4% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $430 | $10,396-95.9% | $9,818-95.6% | $12,562-96.6% |