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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 | $61,087 | $125,797-51.4% | $170,057-64.1% | $75,177-18.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -27.54% | 27.20%-54.7pp | 53.42%-81.0pp | 160.75%-188.3pp |
| Employer contribution / active EE | $5,799 | $4,616+25.6% | $6,790-14.6% | $2,671+117.1% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,992 | $8,177-63.4% | $12,826-76.7% | $5,651-47.0% |