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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 | $61,910 | $95,917-35.5% | $79,583-22.2% | $134,545-54.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.18% | -2.70%-18.5pp | 0.16%-21.3pp | 418.37%-439.6pp |
| Employer contribution / active EE | $797 | $3,129-74.5% | $2,414-67.0% | $4,742-83.2% |
| Participant deferral / active EE | $1,953 | $4,694-58.4% | $3,986-51.0% | $6,401-69.5% |
| Admin fee / account holder | $2,610 | $9,132-71.4% | $6,835-61.8% | $11,431-77.2% |