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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 | $115,571 | $90,467+27.7% | $93,759+23.3% | $134,532-14.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -24.59% | -15.72%-8.9pp | -11.33%-13.3pp | 418.27%-442.9pp |
| Employer contribution / active EE | $2,394 | $4,345-44.9% | $4,324-44.6% | $4,741-49.5% |
| Participant deferral / active EE | $4,278 | $5,980-28.5% | $6,096-29.8% | $6,401-33.2% |
| Admin fee / account holder | $572 | $9,258-93.8% | $7,197-92.1% | $11,429-95.0% |