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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 | $91,443 | $93,345-2.0% | $119,126-23.2% | $87,485+4.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | -14.36% | 19.08%-33.4pp | 282.11%-296.5pp | 26.06%-40.4pp |
| Employer contribution / active EE | $16,643 | $3,172+424.8% | $4,034+312.6% | $2,596+541.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,734 | $8,039-41.1% | $10,693-55.7% | $7,775-39.1% |