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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 | $22,664 | $181,062-87.5% | $158,223-85.7% | $155,188-85.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -41.56% | 57.39%-98.9pp | 52.09%-93.7pp | 148.84%-190.4pp |
| Employer contribution / active EE | $5,667 | $4,565+24.1% | $4,109+37.9% | $4,248+33.4% |
| Participant deferral / active EE | $3,196 | $6,134-47.9% | $5,467-41.5% | $6,531-51.1% |
| Admin fee / account holder | $6,303 | $18,825-66.5% | $16,047-60.7% | $14,480-56.5% |