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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 | $80,398 | $81,504-1.4% | $102,437-21.5% | $80,959-0.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -33.23% | 25.60%-58.8pp | 24.95%-58.2pp | 35.67%-68.9pp |
| Employer contribution / active EE | $32,329 | $3,104+941.7% | $3,871+735.2% | $2,757+1072.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,370 | $6,719-64.7% | $8,388-71.7% | $6,925-65.8% |