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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 | $56,648 | $127,387-55.5% | $115,038-50.8% | $125,389-54.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.60% | 31.28%-35.9pp | 26.14%-30.7pp | 282.24%-286.8pp |
| Employer contribution / active EE | $3,575 | $5,166-30.8% | $4,608-22.4% | $4,866-26.5% |
| Participant deferral / active EE | $2,550 | $6,423-60.3% | $6,026-57.7% | $5,352-52.4% |
| Admin fee / account holder | $616 | $9,516-93.5% | $8,175-92.5% | $9,541-93.5% |