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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 | $38,100 | $131,835-71.1% | $108,582-64.9% | $273,972-86.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.71% | -91.57%+93.3pp | -51.70%+53.4pp | 41.46%-39.7pp |
| Employer contribution / active EE | $5,000 | $4,913+1.8% | $3,758+33.0% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,250 | $10,253-87.8% | $7,645-83.6% | $10,133-87.7% |