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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 | $85,718 | $157,296-45.5% | $141,191-39.3% | $152,897-43.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -36.40% | 64.34%-100.7pp | 71.41%-107.8pp | 345.43%-381.8pp |
| Employer contribution / active EE | $2,517 | $5,262-52.2% | $4,736-46.9% | $4,764-47.2% |
| Participant deferral / active EE | $4,585 | $7,111-35.5% | $6,710-31.7% | $5,851-21.6% |
| Admin fee / account holder | $473 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |