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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 | $50,330 | $67,352-25.3% | $60,899-17.4% | $134,509-62.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.07% | 49.99%-71.1pp | 16.92%-38.0pp | 418.13%-439.2pp |
| Employer contribution / active EE | $540 | $3,098-82.6% | $2,702-80.0% | $4,741-88.6% |
| Participant deferral / active EE | $1,079 | $4,539-76.2% | $3,817-71.7% | $6,400-83.1% |
| Admin fee / account holder | $1,075 | $4,585-76.6% | $3,225-66.7% | $11,427-90.6% |