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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 | $99,874 | $100,811-0.9% | $86,698+15.2% | $134,545-25.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -41.54% | 29.11%-70.7pp | 35.96%-77.5pp | 418.37%-459.9pp |
| Employer contribution / active EE | $20,520 | $3,490+487.9% | $2,837+623.3% | $4,742+332.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,949 | $10,926-45.6% | $7,492-20.6% | $11,431-48.0% |