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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 | $70,899 | $131,835-46.2% | $108,582-34.7% | $273,972-74.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -5.57% | -91.57%+86.0pp | -51.70%+46.1pp | 41.46%-47.0pp |
| Employer contribution / active EE | $15,077 | $4,913+206.9% | $3,758+301.2% | $4,869+209.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,293 | $10,253-67.9% | $7,645-56.9% | $10,133-67.5% |