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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 | $66,809 | $118,708-43.7% | $98,920-32.5% | $158,966-58.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -16.49% | 372.49%-389.0pp | 196.47%-213.0pp | 302.95%-319.4pp |
| Employer contribution / active EE | $14,388 | $3,334+331.6% | $2,689+435.0% | $4,762+202.1% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,543 | $10,134-55.2% | $6,643-31.6% | $11,250-59.6% |