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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 | $73,448 | $110,379-33.5% | $102,412-28.3% | $145,884-49.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -52.11% | 24.84%-77.0pp | 24.94%-77.1pp | 551.85%-604.0pp |
| Employer contribution / active EE | $25,407 | $4,216+502.6% | $3,870+556.5% | $4,662+444.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,119 | $9,745-68.0% | $8,388-62.8% | $13,392-76.7% |