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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 | $27,794 | $167,353-83.4% | $143,797-80.7% | $134,545-79.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -37.08% | 0.48%-37.6pp | -0.04%-37.0pp | 418.37%-455.4pp |
| Employer contribution / active EE | $2,693 | $5,620-52.1% | $4,952-45.6% | $4,742-43.2% |
| Participant deferral / active EE | $5,451 | $6,447-15.4% | $5,638-3.3% | $6,401-14.8% |
| Admin fee / account holder | $942 | $18,096-94.8% | $14,679-93.6% | $11,431-91.8% |