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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 | $76,334 | $157,829-51.6% | $136,867-44.2% | $198,609-61.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | -10.56% | 51.25%-61.8pp | 42.97%-53.5pp | 202.70%-213.3pp |
| Employer contribution / active EE | $1,507 | $3,923-61.6% | $3,547-57.5% | $5,055-70.2% |
| Participant deferral / active EE | $3,727 | $5,463-31.8% | $4,924-24.3% | $6,977-46.6% |
| Admin fee / account holder | $6,400 | $11,107-42.4% | $10,340-38.1% | $19,030-66.4% |