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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 | $43,010 | $162,821-73.6% | $133,978-67.9% | $158,982-72.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.18% | 41.95%-43.1pp | 45.10%-46.3pp | 302.99%-304.2pp |
| Employer contribution / active EE | $2,678 | $4,976-46.2% | $3,919-31.7% | $4,763-43.8% |
| Participant deferral / active EE | $5,436 | $5,910-8.0% | $5,047+7.7% | $5,983-9.1% |
| Admin fee / account holder | $466 | $11,742-96.0% | $8,930-94.8% | $11,252-95.9% |