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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 | $86,072 | $59,111+45.6% | $86,451-0.4% | $68,490+25.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -28.94% | -0.22%-28.7pp | 4398.51%-4427.5pp | -7.85%-21.1pp |
| Employer contribution / active EE | $18,310 | $2,519+626.9% | $3,770+385.7% | $2,597+605.1% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,066 | $5,640-10.2% | $6,734-24.8% | $5,403-6.2% |