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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 | $40,037 | $82,288-51.3% | $68,794-41.8% | $134,509-70.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.95% | -2.19%-19.8pp | -6.37%-15.6pp | 418.13%-440.1pp |
| Employer contribution / active EE | $4,576 | $3,301+38.6% | $2,656+72.3% | $4,741-3.5% |
| Participant deferral / active EE | $4,637 | $4,738-2.1% | $3,941+17.6% | $6,400-27.6% |
| Admin fee / account holder | $1,386 | $6,482-78.6% | $4,934-71.9% | $11,427-87.9% |