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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 | $50,001 | $71,873-30.4% | $86,698-42.3% | $68,490-27.0% |
| Participation rate | 95.7% | 72.2%+23.5pp | 76.6%+19.2pp | 67.9%+27.8pp |
| Annual return | -50.77% | 3.54%-54.3pp | 35.96%-86.7pp | -7.85%-42.9pp |
| Employer contribution / active EE | $4,408 | $2,173+102.8% | $2,837+55.4% | $2,597+69.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,362 | $6,110-77.7% | $7,492-81.8% | $5,403-74.8% |