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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 | $57,597 | $95,915-39.9% | $79,580-27.6% | $134,532-57.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.45% | -2.71%-19.7pp | 0.15%-22.6pp | 418.27%-440.7pp |
| Employer contribution / active EE | $2,468 | $3,129-21.1% | $2,413+2.3% | $4,741-47.9% |
| Participant deferral / active EE | $9,670 | $4,693+106.0% | $3,985+142.6% | $6,401+51.1% |
| Admin fee / account holder | $762 | $9,132-91.7% | $6,835-88.9% | $11,429-93.3% |