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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 | $81,750 | $131,835-38.0% | $108,582-24.7% | $273,972-70.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.41% | -91.57%+90.2pp | -51.70%+50.3pp | 41.46%-42.9pp |
| Employer contribution / active EE | $1,087 | $4,913-77.9% | $3,758-71.1% | $4,869-77.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,438 | $10,253-47.0% | $7,645-28.9% | $10,133-46.3% |