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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 | $77,298 | $87,016-11.2% | $63,244+22.2% | $125,388-38.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -4.17% | 21.71%-25.9pp | -70.31%+66.1pp | 282.24%-286.4pp |
| Employer contribution / active EE | $6,871 | $3,601+90.8% | $2,322+195.9% | $4,866+41.2% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,937 | $11,954-83.8% | $5,893-67.1% | $9,541-79.7% |