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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 | $69,991 | $93,617-25.2% | $135,982-48.5% | $75,177-6.9% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | -18.44% | 30.89%-49.3pp | 68.32%-86.8pp | 160.75%-179.2pp |
| Employer contribution / active EE | $1,408 | $3,538-60.2% | $4,859-71.0% | $2,671-47.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $682 | $6,980-90.2% | $10,767-93.7% | $5,651-87.9% |