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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 | $102,701 | $68,852+49.2% | $120,524-14.8% | $80,925+26.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | -54.98% | 23.67%-78.6pp | 107.36%-162.3pp | 35.65%-90.6pp |
| Employer contribution / active EE | $1,292 | $2,063-37.4% | $3,469-62.7% | $2,756-53.1% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $644 | $5,781-88.9% | $9,440-93.2% | $6,940-90.7% |