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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 | $83,753 | $93,598-10.5% | $135,974-38.4% | $75,173+11.4% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | -48.27% | 30.89%-79.2pp | 68.30%-116.6pp | 160.72%-209.0pp |
| Employer contribution / active EE | $8,683 | $3,538+145.4% | $4,859+78.7% | $2,671+225.1% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,980 | $6,978-57.3% | $10,767-72.3% | $5,651-47.3% |