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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 | $71,912 | $158,827-54.7% | $121,208-40.7% | $135,382-46.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -11.22% | -0.64%-10.6pp | 16.93%-28.2pp | 519.77%-531.0pp |
| Employer contribution / active EE | $18,164 | $5,666+220.6% | $4,023+351.6% | $4,779+280.1% |
| Participant deferral / active EE | $7,552 | $4,006+88.5% | $3,345+125.8% | $5,609+34.7% |
| Admin fee / account holder | $355 | $6,514-94.6% | $5,020-92.9% | $10,829-96.7% |