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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 | $46,763 | $64,311-27.3% | $57,356-18.5% | $125,389-62.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -10.33% | 25.14%-35.5pp | 24.41%-34.7pp | 282.24%-292.6pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,647 | $3,846+176.8% | $3,162+236.8% | $5,352+99.0% |
| Admin fee / account holder | $794 | $5,243-84.9% | $3,357-76.4% | $9,541-91.7% |