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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 | $91,535 | $117,895-22.4% | $102,460-10.7% | $145,897-37.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -12.49% | 31.92%-44.4pp | 29.47%-42.0pp | 552.29%-564.8pp |
| Employer contribution / active EE | $8,902 | $3,619+146.0% | $3,025+194.3% | $4,663+90.9% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,681 | $13,353-87.4% | $9,460-82.2% | $13,390-87.4% |