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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 | $55,397 | $142,361-61.1% | $119,608-53.7% | $134,509-58.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.32% | -12.46%-7.9pp | -14.98%-5.3pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,999 | $5,224-61.7% | $4,232-52.8% | $4,741-57.8% |
| Participant deferral / active EE | $7,772 | $6,468+20.1% | $5,601+38.7% | $6,400+21.4% |
| Admin fee / account holder | $40,763 | $13,588+200.0% | $10,326+294.8% | $11,427+256.7% |