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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 | $45,730 | $106,115-56.9% | $85,969-46.8% | $125,389-63.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -39.50% | 13.93%-53.4pp | 9.32%-48.8pp | 282.24%-321.7pp |
| Employer contribution / active EE | $5,000 | $4,537+10.2% | $3,474+43.9% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,574 | $8,144-80.7% | $6,053-74.0% | $9,541-83.5% |