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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 | $52,300 | $95,917-45.5% | $79,583-34.3% | $134,545-61.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -33.91% | -2.70%-31.2pp | 0.16%-34.1pp | 418.37%-452.3pp |
| Employer contribution / active EE | $9,280 | $3,129+196.6% | $2,414+284.5% | $4,742+95.7% |
| Participant deferral / active EE | $8,855 | $4,694+88.6% | $3,986+122.2% | $6,401+38.3% |
| Admin fee / account holder | $1,318 | $9,132-85.6% | $6,835-80.7% | $11,431-88.5% |