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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 | $79,367 | $131,835-39.8% | $108,582-26.9% | $273,972-71.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -6.17% | -91.57%+85.4pp | -51.70%+45.5pp | 41.46%-47.6pp |
| Employer contribution / active EE | $2,727 | $4,913-44.5% | $3,758-27.4% | $4,869-44.0% |
| Participant deferral / active EE | $3,280 | $5,127-36.0% | $4,311-23.9% | $5,287-38.0% |
| Admin fee / account holder | $2,299 | $10,253-77.6% | $7,645-69.9% | $10,133-77.3% |