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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 | $49,286 | $142,409-65.4% | $119,634-58.8% | $134,545-63.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.51% | -12.46%-8.1pp | -14.98%-5.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $2,652 | $5,224-49.2% | $4,232-37.3% | $4,742-44.1% |
| Participant deferral / active EE | $5,857 | $6,468-9.4% | $5,601+4.6% | $6,401-8.5% |
| Admin fee / account holder | $1,088 | $13,594-92.0% | $10,329-89.5% | $11,431-90.5% |