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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 | $48,744 | $54,370-10.3% | $82,763-41.1% | $68,490-28.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -21.37% | -13.67%-7.7pp | 702.45%-723.8pp | -7.85%-13.5pp |
| Employer contribution / active EE | $3,028 | $2,219+36.5% | $3,008+0.7% | $2,597+16.6% |
| Participant deferral / active EE | $3,654 | $3,247+12.5% | $4,395-16.9% | $4,028-9.3% |
| Admin fee / account holder | $1,299 | $4,398-70.5% | $5,325-75.6% | $5,403-76.0% |