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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 | $130,777 | $167,362-21.9% | $143,799-9.1% | $134,532-2.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.82% | 0.47%-22.3pp | -0.04%-21.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $1,949 | $5,620-65.3% | $4,952-60.7% | $4,741-58.9% |
| Participant deferral / active EE | $5,538 | $6,447-14.1% | $5,638-1.8% | $6,401-13.5% |
| Admin fee / account holder | $925 | $18,094-94.9% | $14,677-93.7% | $11,429-91.9% |