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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 | $33,759 | $131,835-74.4% | $108,582-68.9% | $273,972-87.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | -3.42% | -91.57%+88.2pp | -51.70%+48.3pp | 41.46%-44.9pp |
| Employer contribution / active EE | $2,011 | $4,913-59.1% | $3,758-46.5% | $4,869-58.7% |
| Participant deferral / active EE | $3,462 | $5,127-32.5% | $4,311-19.7% | $5,287-34.5% |
| Admin fee / account holder | $1,267 | $10,253-87.6% | $7,645-83.4% | $10,133-87.5% |