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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 | $162,890 | $77,976+108.9% | $81,367+100.2% | $125,389+29.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -3.58% | -2.85%-0.7pp | -0.92%-2.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $13,092 | $4,366+199.9% | $3,930+233.2% | $4,866+169.1% |
| Participant deferral / active EE | $2,667 | $5,646-52.8% | $5,383-50.5% | $5,352-50.2% |
| Admin fee / account holder | $45,333 | $12,476+263.4% | $8,926+407.9% | $9,541+375.1% |