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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 | $128,610 | $131,835-2.4% | $108,582+18.4% | $273,972-53.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.48% | -91.57%+93.0pp | -51.70%+53.2pp | 41.46%-40.0pp |
| Employer contribution / active EE | $13,167 | $4,913+168.0% | $3,758+250.3% | $4,869+170.4% |
| Participant deferral / active EE | $16,683 | $5,127+225.4% | $4,311+287.0% | $5,287+215.5% |
| Admin fee / account holder | $415 | $10,253-96.0% | $7,645-94.6% | $10,133-95.9% |