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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 | $45,356 | $131,835-65.6% | $108,582-58.2% | $273,972-83.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -5.24% | -91.57%+86.3pp | -51.70%+46.5pp | 41.46%-46.7pp |
| Employer contribution / active EE | $2,371 | $4,913-51.7% | $3,758-36.9% | $4,869-51.3% |
| Participant deferral / active EE | $5,030 | $5,127-1.9% | $4,311+16.7% | $5,287-4.9% |
| Admin fee / account holder | $1,309 | $10,253-87.2% | $7,645-82.9% | $10,133-87.1% |