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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 | $61,672 | $152,591-59.6% | $117,529-47.5% | $134,545-54.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -34.80% | 53.04%-87.8pp | 29.77%-64.6pp | 418.37%-453.2pp |
| Employer contribution / active EE | $1,220 | $5,576-78.1% | $4,179-70.8% | $4,742-74.3% |
| Participant deferral / active EE | $1,682 | $4,821-65.1% | $4,072-58.7% | $6,401-73.7% |
| Admin fee / account holder | $788 | $7,004-88.8% | $5,645-86.1% | $11,431-93.1% |