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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 | $60,002 | $131,835-54.5% | $108,582-44.7% | $273,972-78.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -9.50% | -91.57%+82.1pp | -51.70%+42.2pp | 41.46%-51.0pp |
| Employer contribution / active EE | $2,153 | $4,913-56.2% | $3,758-42.7% | $4,869-55.8% |
| Participant deferral / active EE | $2,729 | $5,127-46.8% | $4,311-36.7% | $5,287-48.4% |
| Admin fee / account holder | $5,665 | $10,253-44.7% | $7,645-25.9% | $10,133-44.1% |