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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 | $87,765 | $82,678+6.2% | $125,391-30.0% | $68,490+28.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.93% | -5.97%-18.0pp | 572.41%-596.3pp | -7.85%-16.1pp |
| Employer contribution / active EE | $1,373 | $3,382-59.4% | $4,816-71.5% | $2,597-47.1% |
| Participant deferral / active EE | $4,629 | $6,111-24.3% | $7,448-37.9% | $4,028+14.9% |
| Admin fee / account holder | $3,010 | $6,277-52.0% | $10,009-69.9% | $5,403-44.3% |