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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 | $94,286 | $134,001-29.6% | $112,258-16.0% | $134,509-29.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -23.68% | 47.15%-70.8pp | 27.47%-51.2pp | 418.13%-441.8pp |
| Employer contribution / active EE | $2,818 | $4,039-30.2% | $3,636-22.5% | $4,741-40.6% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $24,289 | $7,491+224.3% | $6,411+278.8% | $11,427+112.6% |