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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 | $78,018 | $100,805-22.6% | $86,698-10.0% | $134,532-42.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.70% | 29.09%-54.8pp | 35.95%-61.7pp | 418.27%-444.0pp |
| Employer contribution / active EE | $2,917 | $3,490-16.4% | $2,837+2.8% | $4,741-38.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,676 | $10,925-66.3% | $7,493-50.9% | $11,429-67.8% |