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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 | $73,574 | $162,785-54.8% | $133,959-45.1% | $158,950-53.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -4.35% | 41.94%-46.3pp | 45.09%-49.4pp | 302.91%-307.3pp |
| Employer contribution / active EE | $1,661 | $4,975-66.6% | $3,919-57.6% | $4,762-65.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,032 | $11,738-91.2% | $8,928-88.4% | $11,248-90.8% |