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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 | $29,019 | $197,819-85.3% | $155,789-81.4% | $125,389-76.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -7.52% | 86.73%-94.2pp | 71.54%-79.1pp | 282.24%-289.8pp |
| Employer contribution / active EE | $6,766 | $4,850+39.5% | $3,839+76.3% | $4,866+39.1% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,433 | $9,544-64.0% | $7,477-54.1% | $9,541-64.0% |