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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 | $78,944 | $102,393-22.9% | $147,041-46.3% | $80,911-2.4% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | -15.72% | 134.95%-150.7pp | 419.21%-434.9pp | 35.63%-51.3pp |
| Employer contribution / active EE | $4,219 | $3,715+13.6% | $4,935-14.5% | $2,756+53.1% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,174 | $7,943-72.6% | $13,006-83.3% | $6,935-68.6% |