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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 | $49,260 | $167,362-70.6% | $143,799-65.7% | $134,532-63.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -45.90% | 0.47%-46.4pp | -0.04%-45.9pp | 418.27%-464.2pp |
| Employer contribution / active EE | $3,000 | $5,620-46.6% | $4,952-39.4% | $4,741-36.7% |
| Participant deferral / active EE | $10,000 | $6,447+55.1% | $5,638+77.4% | $6,401+56.2% |
| Admin fee / account holder | $1,714 | $18,094-90.5% | $14,677-88.3% | $11,429-85.0% |