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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 | $79,770 | $129,959-38.6% | $104,301-23.5% | $134,532-40.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.54% | 42.04%-64.6pp | 24.61%-47.2pp | 418.27%-440.8pp |
| Employer contribution / active EE | $5,872 | $4,185+40.3% | $3,373+74.1% | $4,741+23.9% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,109 | $9,325-45.2% | $7,340-30.4% | $11,429-55.3% |