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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 | $134,147 | $131,835+1.8% | $108,582+23.5% | $273,972-51.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.89% | -91.57%+90.7pp | -51.70%+50.8pp | 41.46%-42.3pp |
| Employer contribution / active EE | $5,000 | $4,913+1.8% | $3,758+33.0% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,020 | $10,253-90.0% | $7,645-86.7% | $10,133-89.9% |