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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 | $51,091 | $142,358-64.1% | $119,615-57.3% | $134,493-62.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.80% | -12.46%-9.3pp | -14.98%-6.8pp | 418.01%-439.8pp |
| Employer contribution / active EE | $1,823 | $5,223-65.1% | $4,232-56.9% | $4,740-61.5% |
| Participant deferral / active EE | $7,489 | $6,470+15.7% | $5,602+33.7% | $6,400+17.0% |
| Admin fee / account holder | $47,044 | $13,585+246.3% | $10,324+355.7% | $11,425+311.8% |