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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 | $65,010 | $131,835-50.7% | $108,582-40.1% | $273,972-76.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -45.73% | -91.57%+45.8pp | -51.70%+6.0pp | 41.46%-87.2pp |
| Employer contribution / active EE | $2,478 | $4,913-49.6% | $3,758-34.1% | $4,869-49.1% |
| Participant deferral / active EE | $4,500 | $5,127-12.2% | $4,311+4.4% | $5,287-14.9% |
| Admin fee / account holder | $20,833 | $10,253+103.2% | $7,645+172.5% | $10,133+105.6% |