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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 | $107,506 | $211,946-49.3% | $169,452-36.6% | $135,380-20.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.72% | 3.26%-14.0pp | 1.83%-12.6pp | 519.81%-530.5pp |
| Employer contribution / active EE | $26,069 | $5,117+409.5% | $4,157+527.1% | $4,779+445.5% |
| Participant deferral / active EE | $12,590 | $6,075+107.2% | $5,277+138.6% | $5,609+124.5% |
| Admin fee / account holder | $5,287 | $11,472-53.9% | $9,110-42.0% | $10,828-51.2% |