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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 | $39,487 | $167,362-76.4% | $143,799-72.5% | $134,532-70.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.81% | 0.47%-21.3pp | -0.04%-20.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $2,205 | $5,620-60.8% | $4,952-55.5% | $4,741-53.5% |
| Participant deferral / active EE | $3,200 | $6,447-50.4% | $5,638-43.3% | $6,401-50.0% |
| Admin fee / account holder | $764 | $18,094-95.8% | $14,677-94.8% | $11,429-93.3% |