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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 | $50,087 | $167,522-70.1% | $151,639-67.0% | $134,532-62.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.83% | 7.81%-31.6pp | 3.34%-27.2pp | 418.27%-442.1pp |
| Employer contribution / active EE | $3,328 | $6,828-51.3% | $6,165-46.0% | $4,741-29.8% |
| Participant deferral / active EE | $9,875 | $8,986+9.9% | $8,363+18.1% | $6,401+54.3% |
| Admin fee / account holder | $795 | $13,780-94.2% | $11,613-93.2% | $11,429-93.0% |