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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 | $95,466 | $152,612-37.4% | $125,192-23.7% | $152,897-37.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -6.42% | 54.85%-61.3pp | 43.79%-50.2pp | 345.43%-351.9pp |
| Employer contribution / active EE | $9,997 | $4,947+102.1% | $3,866+158.6% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,338 | $13,437-67.7% | $9,704-55.3% | $11,599-62.6% |