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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 | $118,847 | $167,362-29.0% | $143,799-17.4% | $134,532-11.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.27% | 0.47%-21.7pp | -0.04%-21.2pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,501 | $5,620-73.3% | $4,952-69.7% | $4,741-68.3% |
| Participant deferral / active EE | $15,208 | $6,447+135.9% | $5,638+169.7% | $6,401+137.6% |
| Admin fee / account holder | $30,777 | $18,094+70.1% | $14,677+109.7% | $11,429+169.3% |