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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 | $42,834 | $92,219-53.6% | $76,768-44.2% | $135,379-68.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -54.80% | 5.46%-60.3pp | 2.43%-57.2pp | 519.79%-574.6pp |
| Employer contribution / active EE | $2,355 | $3,216-26.8% | $2,485-5.2% | $4,779-50.7% |
| Participant deferral / active EE | $6,465 | $4,508+43.4% | $3,852+67.9% | $5,609+15.3% |
| Admin fee / account holder | $4,936 | $10,749-54.1% | $6,675-26.0% | $10,828-54.4% |