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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 | $130,891 | $91,525+43.0% | $130,026+0.7% | $75,181+74.1% |
| Participation rate | 79.1% | 71.4%+7.6pp | 78.5%+0.6pp | 67.2%+11.9pp |
| Annual return | -22.35% | -631.40%+609.1pp | -137.26%+114.9pp | 160.69%-183.0pp |
| Employer contribution / active EE | $2,928 | $2,844+3.0% | $4,321-32.2% | $2,671+9.6% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,579 | $6,778-32.4% | $10,608-56.8% | $5,650-18.9% |