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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 | $23,908 | $228,352-89.5% | $185,835-87.1% | $158,966-85.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -1.07% | 40.81%-41.9pp | 35.96%-37.0pp | 302.95%-304.0pp |
| Employer contribution / active EE | $727 | $4,967-85.4% | $4,087-82.2% | $4,762-84.7% |
| Participant deferral / active EE | $3,743 | $6,416-41.7% | $5,633-33.6% | $5,983-37.4% |
| Admin fee / account holder | $777 | $11,867-93.5% | $9,502-91.8% | $11,250-93.1% |