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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 | $70,368 | $106,923-34.2% | $84,023-16.3% | $152,909-54.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -24.25% | 105.02%-129.3pp | 71.32%-95.6pp | 345.46%-369.7pp |
| Employer contribution / active EE | $1,316 | $2,735-51.9% | $1,984-33.7% | $4,764-72.4% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $818 | $8,289-90.1% | $6,102-86.6% | $11,601-92.9% |