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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 | $53,271 | $81,870-34.9% | $119,634-55.5% | $68,490-22.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -22.58% | -23.82%+1.2pp | -14.98%-7.6pp | -7.85%-14.7pp |
| Employer contribution / active EE | $21,456 | $2,692+697.1% | $4,232+406.9% | $2,597+726.3% |
| Participant deferral / active EE | $8,015 | $4,148+93.2% | $5,601+43.1% | $4,028+99.0% |
| Admin fee / account holder | $1,665 | $6,583-74.7% | $10,329-83.9% | $5,403-69.2% |