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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 | $57,619 | $190,879-69.8% | $160,009-64.0% | $134,532-57.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.41% | 552.63%-575.0pp | 408.85%-431.3pp | 418.27%-440.7pp |
| Employer contribution / active EE | $5,541 | $4,995+10.9% | $4,225+31.1% | $4,741+16.9% |
| Participant deferral / active EE | $11,962 | $6,924+72.8% | $6,183+93.5% | $6,401+86.9% |
| Admin fee / account holder | $413 | $10,495-96.1% | $8,715-95.3% | $11,429-96.4% |