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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 | $89,035 | $102,385-13.0% | $147,080-39.5% | $80,935+10.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -5.77% | 135.09%-140.9pp | 420.17%-425.9pp | 35.66%-41.4pp |
| Employer contribution / active EE | $25,446 | $3,717+584.6% | $4,933+415.8% | $2,757+823.1% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,438 | $7,951-31.6% | $12,989-58.1% | $6,924-21.5% |