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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 | $100,073-4.4% | $85,126+12.4% | $145,877-34.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -26.85% | 84.11%-111.0pp | 66.63%-93.5pp | 551.28%-578.1pp |
| Employer contribution / active EE | $14,750 | $3,236+355.8% | $2,731+440.0% | $4,663+216.3% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,890 | $7,261-60.2% | $6,160-53.1% | $13,402-78.4% |