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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 | $92,680 | $131,835-29.7% | $108,582-14.6% | $273,972-66.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -69.11% | -91.57%+22.5pp | -51.70%-17.4pp | 41.46%-110.6pp |
| Employer contribution / active EE | $27,774 | $4,913+465.3% | $3,758+639.0% | $4,869+470.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,791 | $10,253+63.8% | $7,645+119.6% | $10,133+65.7% |