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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 | $106,368 | $167,503-36.5% | $151,627-29.8% | $134,493-20.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.57% | 7.80%-33.4pp | 3.33%-28.9pp | 418.01%-443.6pp |
| Employer contribution / active EE | $6,481 | $6,829-5.1% | $6,166+5.1% | $4,740+36.7% |
| Participant deferral / active EE | $21,261 | $8,985+136.6% | $8,363+154.2% | $6,400+232.2% |
| Admin fee / account holder | $6,532 | $13,777-52.6% | $11,612-43.7% | $11,425-42.8% |