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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 | $121,047 | $162,821-25.7% | $133,978-9.7% | $158,982-23.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -11.99% | 41.95%-53.9pp | 45.10%-57.1pp | 302.99%-315.0pp |
| Employer contribution / active EE | $2,281 | $4,976-54.2% | $3,919-41.8% | $4,763-52.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,000 | $11,742+53.3% | $8,930+101.6% | $11,252+60.0% |