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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 | $83,301 | $134,001-37.8% | $112,258-25.8% | $134,509-38.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.60% | 47.15%-73.7pp | 27.47%-54.1pp | 418.13%-444.7pp |
| Employer contribution / active EE | $1,271 | $4,039-68.5% | $3,636-65.0% | $4,741-73.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,169 | $7,491-84.4% | $6,411-81.8% | $11,427-89.8% |