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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 | $89,799 | $105,200-14.6% | $159,474-43.7% | $85,847+4.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -5.44% | 45.08%-50.5pp | 263.68%-269.1pp | 318.61%-324.1pp |
| Employer contribution / active EE | $7,754 | $3,319+133.7% | $4,831+60.5% | $2,565+202.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,226 | $6,934-24.6% | $10,802-51.6% | $6,261-16.5% |