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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 | $93,487 | $101,618-8.0% | $93,063+0.5% | $137,256-31.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -26.91% | 223.95%-250.9pp | 34.15%-61.1pp | 220.34%-247.2pp |
| Employer contribution / active EE | $12,764 | $2,707+371.5% | $2,476+415.5% | $4,156+207.1% |
| Participant deferral / active EE | $2,198 | $4,279-48.6% | $3,958-44.5% | $6,407-65.7% |
| Admin fee / account holder | $3,521 | $6,198-43.2% | $6,033-41.6% | $12,270-71.3% |