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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 | $49,646 | $167,353-70.3% | $143,797-65.5% | $134,545-63.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.05% | 0.48%-24.5pp | -0.04%-24.0pp | 418.37%-442.4pp |
| Employer contribution / active EE | $9,060 | $5,620+61.2% | $4,952+83.0% | $4,742+91.1% |
| Participant deferral / active EE | $8,411 | $6,447+30.5% | $5,638+49.2% | $6,401+31.4% |
| Admin fee / account holder | $2,600 | $18,096-85.6% | $14,679-82.3% | $11,431-77.3% |