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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 | $25,341 | $167,353-84.9% | $143,797-82.4% | $134,545-81.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.91% | 0.48%-22.4pp | -0.04%-21.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $5,498 | $5,620-2.2% | $4,952+11.0% | $4,742+16.0% |
| Participant deferral / active EE | $6,847 | $6,447+6.2% | $5,638+21.4% | $6,401+7.0% |
| Admin fee / account holder | $3,395 | $18,096-81.2% | $14,679-76.9% | $11,431-70.3% |