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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 | $94,412 | $140,592-32.8% | $123,105-23.3% | $125,389-24.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -42.28% | 16.80%-59.1pp | 13.22%-55.5pp | 282.24%-324.5pp |
| Employer contribution / active EE | $1,747 | $6,041-71.1% | $5,151-66.1% | $4,866-64.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,407 | $11,198-60.6% | $9,014-51.1% | $9,541-53.8% |