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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 | $86,210 | $100,792-14.5% | $86,691-0.6% | $134,509-35.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.31% | 29.08%-54.4pp | 35.94%-61.2pp | 418.13%-443.4pp |
| Employer contribution / active EE | $861 | $3,491-75.3% | $2,837-69.6% | $4,741-81.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15,828 | $10,924+44.9% | $7,492+111.3% | $11,427+38.5% |