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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 | $68,880+49.1% | $120,580-14.8% | $80,959+26.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | -54.98% | 23.68%-78.7pp | 107.48%-162.5pp | 35.67%-90.6pp |
| Employer contribution / active EE | $1,292 | $2,066-37.5% | $3,469-62.7% | $2,757-53.1% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $644 | $5,785-88.9% | $9,418-93.2% | $6,925-90.7% |