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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 | $44,238 | $167,504-73.6% | $151,628-70.8% | $134,509-67.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.18% | 7.81%-29.0pp | 3.34%-24.5pp | 418.13%-439.3pp |
| Employer contribution / active EE | $10,028 | $6,828+46.9% | $6,165+62.7% | $4,741+111.5% |
| Participant deferral / active EE | $12,940 | $8,985+44.0% | $8,363+54.7% | $6,400+102.2% |
| Admin fee / account holder | $315 | $13,779-97.7% | $11,613-97.3% | $11,427-97.2% |