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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 | $123,825 | $67,352+83.8% | $60,899+103.3% | $134,509-7.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.26% | 49.99%-71.3pp | 16.92%-38.2pp | 418.13%-439.4pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,168 | $4,539+256.2% | $3,817+323.6% | $6,400+152.6% |
| Admin fee / account holder | $694 | $4,585-84.9% | $3,225-78.5% | $11,427-93.9% |