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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 | $49,960 | $95,895-47.9% | $79,576-37.2% | $134,509-62.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.42% | -2.72%-20.7pp | 0.15%-23.6pp | 418.13%-441.6pp |
| Employer contribution / active EE | $1,897 | $3,128-39.4% | $2,413-21.4% | $4,741-60.0% |
| Participant deferral / active EE | $5,636 | $4,693+20.1% | $3,985+41.4% | $6,400-11.9% |
| Admin fee / account holder | $3,679 | $9,129-59.7% | $6,834-46.2% | $11,427-67.8% |