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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 | $62,144 | $131,835-52.9% | $108,582-42.8% | $273,972-77.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -25.64% | -91.57%+65.9pp | -51.70%+26.1pp | 41.46%-67.1pp |
| Employer contribution / active EE | $1,344 | $4,913-72.6% | $3,758-64.2% | $4,869-72.4% |
| Participant deferral / active EE | $18,000 | $5,127+251.1% | $4,311+317.5% | $5,287+240.4% |
| Admin fee / account holder | $18,057 | $10,253+76.1% | $7,645+136.2% | $10,133+78.2% |