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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 | $50,934 | $105,866-51.9% | $90,766-43.9% | $134,545-62.1% |
| Participation rate | 95.5% | 78.3%+17.2pp | 75.7%+19.8pp | 81.2%+14.2pp |
| Annual return | -53.16% | -10.99%-42.2pp | -12.16%-41.0pp | 418.37%-471.5pp |
| Employer contribution / active EE | $2,225 | $3,464-35.8% | $2,922-23.8% | $4,742-53.1% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $950 | $13,938-93.2% | $8,446-88.8% | $11,431-91.7% |