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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 | $81,080 | $109,372-25.9% | $89,414-9.3% | $158,966-49.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -16.19% | 345.55%-361.7pp | 245.50%-261.7pp | 302.95%-319.1pp |
| Employer contribution / active EE | $20,000 | $3,171+530.6% | $2,586+673.3% | $4,762+320.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,984 | $6,156-67.8% | $4,883-59.4% | $11,250-82.4% |