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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 | $58,998 | $113,941-48.2% | $94,229-37.4% | $125,389-52.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.86% | 5.29%-12.1pp | 10.68%-17.5pp | 282.24%-289.1pp |
| Employer contribution / active EE | $16,787 | $4,727+255.1% | $3,587+368.0% | $4,866+245.0% |
| Participant deferral / active EE | $11,598 | $5,179+123.9% | $4,320+168.4% | $5,352+116.7% |
| Admin fee / account holder | $873 | $8,392-89.6% | $6,269-86.1% | $9,541-90.8% |