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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 | $90,032 | $162,785-44.7% | $133,959-32.8% | $158,950-43.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -27.49% | 41.94%-69.4pp | 45.09%-72.6pp | 302.91%-330.4pp |
| Employer contribution / active EE | $22,182 | $4,975+345.8% | $3,919+466.1% | $4,762+365.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,371 | $11,738-79.8% | $8,928-73.4% | $11,248-78.9% |