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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 | $58,411 | $93,124-37.3% | $77,100-24.2% | $134,545-56.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.15% | 62.68%-85.8pp | 42.35%-65.5pp | 418.37%-441.5pp |
| Employer contribution / active EE | $1,836 | $3,421-46.3% | $2,815-34.8% | $4,742-61.3% |
| Participant deferral / active EE | $2,344 | $5,242-55.3% | $4,430-47.1% | $6,401-63.4% |
| Admin fee / account holder | $717 | $6,970-89.7% | $5,443-86.8% | $11,431-93.7% |