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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 | $17,931 | $115,814-84.5% | $101,275-82.3% | $158,982-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -14.57% | 56.16%-70.7pp | 46.48%-61.1pp | 302.99%-317.6pp |
| Employer contribution / active EE | $5,078 | $4,176+21.6% | $3,660+38.7% | $4,763+6.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,240 | $7,249-69.1% | $5,948-62.3% | $11,252-80.1% |