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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 | $90,580 | $76,912+17.8% | $129,118-29.8% | $68,486+32.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -30.54% | -9.78%-20.8pp | -10.94%-19.6pp | -7.85%-22.7pp |
| Employer contribution / active EE | $1,686 | $3,243-48.0% | $5,051-66.6% | $2,597-35.1% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,539-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,538 | $6,638+88.9% | $14,305-12.3% | $5,404+132.0% |