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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 | $136,902 | $183,516-25.4% | $155,534-12.0% | $145,884-6.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -24.24% | 61.43%-85.7pp | 64.92%-89.2pp | 551.85%-576.1pp |
| Employer contribution / active EE | $22,000 | $5,315+313.9% | $4,675+370.6% | $4,662+371.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,242 | $19,293-78.0% | $15,900-73.3% | $13,392-68.3% |