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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 | $50,158 | $67,396-25.6% | $60,919-17.7% | $134,545-62.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -34.05% | 50.12%-84.2pp | 16.96%-51.0pp | 418.37%-452.4pp |
| Employer contribution / active EE | $2,445 | $3,101-21.2% | $2,704-9.6% | $4,742-48.4% |
| Participant deferral / active EE | $3,685 | $4,534-18.7% | $3,814-3.4% | $6,401-42.4% |
| Admin fee / account holder | $2,451 | $4,590-46.6% | $3,228-24.0% | $11,431-78.6% |