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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 | $84,639 | $152,619-44.5% | $125,195-32.4% | $152,909-44.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -13.03% | 54.85%-67.9pp | 43.79%-56.8pp | 345.46%-358.5pp |
| Employer contribution / active EE | $6,091 | $4,947+23.1% | $3,866+57.5% | $4,764+27.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,830 | $13,437-78.9% | $9,704-70.8% | $11,601-75.6% |