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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 | $39,002 | $113,941-65.8% | $94,229-58.6% | $125,389-68.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -39.83% | 5.29%-45.1pp | 10.68%-50.5pp | 282.24%-322.1pp |
| Employer contribution / active EE | $4,206 | $4,727-11.0% | $3,587+17.3% | $4,866-13.6% |
| Participant deferral / active EE | $12,080 | $5,179+133.3% | $4,320+179.6% | $5,352+125.7% |
| Admin fee / account holder | $477 | $8,392-94.3% | $6,269-92.4% | $9,541-95.0% |