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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 | $47,935 | $162,812-70.6% | $133,971-64.2% | $158,966-69.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -5.80% | 41.94%-47.7pp | 45.09%-50.9pp | 302.95%-308.8pp |
| Employer contribution / active EE | $1,667 | $4,976-66.5% | $3,919-57.5% | $4,762-65.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,377 | $11,741-37.2% | $8,929-17.4% | $11,250-34.4% |