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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 | $56,863 | $105,866-46.3% | $90,766-37.4% | $134,545-57.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.86% | -10.99%-11.9pp | -12.16%-10.7pp | 418.37%-441.2pp |
| Employer contribution / active EE | $2,600 | $3,464-24.9% | $2,922-11.0% | $4,742-45.2% |
| Participant deferral / active EE | $8,597 | $5,217+64.8% | $4,565+88.3% | $6,401+34.3% |
| Admin fee / account holder | $983 | $13,938-92.9% | $8,446-88.4% | $11,431-91.4% |