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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 | $49,066 | $93,617-47.6% | $135,982-63.9% | $75,177-34.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -48.04% | 30.89%-78.9pp | 68.32%-116.4pp | 160.75%-208.8pp |
| Employer contribution / active EE | $10,615 | $3,538+200.0% | $4,859+118.5% | $2,671+297.4% |
| Participant deferral / active EE | $27,063 | $6,406+322.5% | $7,760+248.7% | $4,126+555.8% |
| Admin fee / account holder | $3,758 | $6,980-46.2% | $10,767-65.1% | $5,651-33.5% |