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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 | $59,448 | $90,467-34.3% | $93,759-36.6% | $134,509-55.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -22.21% | -15.72%-6.5pp | -11.33%-10.9pp | 418.13%-440.3pp |
| Employer contribution / active EE | $1,912 | $4,345-56.0% | $4,324-55.8% | $4,741-59.7% |
| Participant deferral / active EE | $3,423 | $5,980-42.8% | $6,096-43.8% | $6,400-46.5% |
| Admin fee / account holder | $6,759 | $9,258-27.0% | $7,197-6.1% | $11,427-40.8% |