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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 | $32,986 | $95,917-65.6% | $79,583-58.6% | $134,545-75.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -31.24% | -2.70%-28.5pp | 0.16%-31.4pp | 418.37%-449.6pp |
| Employer contribution / active EE | $1,565 | $3,129-50.0% | $2,414-35.2% | $4,742-67.0% |
| Participant deferral / active EE | $15,833 | $4,694+237.3% | $3,986+297.3% | $6,401+147.3% |
| Admin fee / account holder | $884 | $9,132-90.3% | $6,835-87.1% | $11,431-92.3% |