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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 | $65,404 | $211,946-69.1% | $169,452-61.4% | $135,379-51.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.69% | 3.26%-15.0pp | 1.83%-13.5pp | 519.79%-531.5pp |
| Employer contribution / active EE | $5,210 | $5,117+1.8% | $4,157+25.3% | $4,779+9.0% |
| Participant deferral / active EE | $15,861 | $6,075+161.1% | $5,277+200.6% | $5,609+182.8% |
| Admin fee / account holder | $516 | $11,472-95.5% | $9,110-94.3% | $10,828-95.2% |