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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 | $28,262 | $228,352-87.6% | $185,827-84.8% | $158,950-82.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -7.58% | 40.81%-48.4pp | 35.96%-43.5pp | 302.91%-310.5pp |
| Employer contribution / active EE | $4,633 | $4,967-6.7% | $4,087+13.4% | $4,762-2.7% |
| Participant deferral / active EE | $2,474 | $6,416-61.4% | $5,633-56.1% | $5,983-58.6% |
| Admin fee / account holder | $4,294 | $11,867-63.8% | $9,502-54.8% | $11,248-61.8% |