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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 | $78,432 | $140,592-44.2% | $123,105-36.3% | $125,389-37.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -20.02% | 16.80%-36.8pp | 13.22%-33.2pp | 282.24%-302.3pp |
| Employer contribution / active EE | $34,311 | $6,041+468.0% | $5,151+566.1% | $4,866+605.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,496 | $11,198-86.6% | $9,014-83.4% | $9,541-84.3% |