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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 | $123,717 | $110,379+12.1% | $102,412+20.8% | $145,884-15.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -47.22% | 24.84%-72.1pp | 24.94%-72.2pp | 551.85%-599.1pp |
| Employer contribution / active EE | $20,628 | $4,216+389.3% | $3,870+433.0% | $4,662+342.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,897 | $9,745+32.3% | $8,388+53.8% | $13,392-3.7% |