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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 | $28,767 | $54,239-47.0% | $70,098-59.0% | $68,495-58.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -24.61% | -13.87%-10.7pp | 190.76%-215.4pp | -7.84%-16.8pp |
| Employer contribution / active EE | $1,410 | $2,019-30.2% | $2,560-44.9% | $2,596-45.7% |
| Participant deferral / active EE | $3,760 | $2,957+27.2% | $3,849-2.3% | $4,028-6.6% |
| Admin fee / account holder | $2,095 | $4,691-55.3% | $6,266-66.6% | $5,403-61.2% |