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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 | $23,712 | $167,352-85.8% | $143,788-83.5% | $134,509-82.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.80% | 0.47%-21.3pp | -0.03%-20.8pp | 418.13%-438.9pp |
| Employer contribution / active EE | $1,908 | $5,620-66.0% | $4,952-61.5% | $4,741-59.7% |
| Participant deferral / active EE | $9,176 | $6,447+42.3% | $5,638+62.8% | $6,400+43.4% |
| Admin fee / account holder | $1,884 | $18,091-89.6% | $14,675-87.2% | $11,427-83.5% |