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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 | $39,907 | $95,917-58.4% | $79,583-49.9% | $134,545-70.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.87% | -2.70%-19.2pp | 0.16%-22.0pp | 418.37%-440.2pp |
| Employer contribution / active EE | $5,971 | $3,129+90.8% | $2,414+147.4% | $4,742+25.9% |
| Participant deferral / active EE | $7,649 | $4,694+63.0% | $3,986+91.9% | $6,401+19.5% |
| Admin fee / account holder | $1,049 | $9,132-88.5% | $6,835-84.7% | $11,431-90.8% |