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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 | $77,275 | $110,337-30.0% | $102,383-24.5% | $145,877-47.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -31.07% | 24.83%-55.9pp | 24.94%-56.0pp | 551.28%-582.4pp |
| Employer contribution / active EE | $7,201 | $4,216+70.8% | $3,870+86.1% | $4,663+54.4% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,121 | $9,750-57.7% | $8,391-50.9% | $13,402-69.3% |