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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 | $81,067 | $140,592-42.3% | $123,105-34.1% | $125,389-35.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -12.94% | 16.80%-29.7pp | 13.22%-26.2pp | 282.24%-295.2pp |
| Employer contribution / active EE | $1,263 | $6,041-79.1% | $5,151-75.5% | $4,866-74.0% |
| Participant deferral / active EE | $13,485 | $6,980+93.2% | $6,229+116.5% | $5,352+152.0% |
| Admin fee / account holder | $2,217 | $11,198-80.2% | $9,014-75.4% | $9,541-76.8% |