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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 | $95,659 | $100,139-4.5% | $85,187+12.3% | $145,884-34.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -26.85% | 84.15%-111.0pp | 66.67%-93.5pp | 551.85%-578.7pp |
| Employer contribution / active EE | $14,750 | $3,238+355.5% | $2,732+439.8% | $4,662+216.4% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,890 | $7,262-60.2% | $6,162-53.1% | $13,392-78.4% |