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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 | $24,234 | $167,352-85.5% | $143,788-83.1% | $134,509-82.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -73.31% | 0.47%-73.8pp | -0.03%-73.3pp | 418.13%-491.4pp |
| Employer contribution / active EE | $9,594 | $5,620+70.7% | $4,952+93.7% | $4,741+102.4% |
| Participant deferral / active EE | $6,218 | $6,447-3.6% | $5,638+10.3% | $6,400-2.9% |
| Admin fee / account holder | $1,306 | $18,091-92.8% | $14,675-91.1% | $11,427-88.6% |