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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 | $58,092 | $82,678-29.7% | $125,391-53.7% | $68,490-15.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.13% | -5.97%-17.2pp | 572.41%-595.5pp | -7.85%-15.3pp |
| Employer contribution / active EE | $1,533 | $3,382-54.7% | $4,816-68.2% | $2,597-41.0% |
| Participant deferral / active EE | $3,459 | $6,111-43.4% | $7,448-53.6% | $4,028-14.1% |
| Admin fee / account holder | $5,376 | $6,277-14.4% | $10,009-46.3% | $5,403-0.5% |