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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 | $83,788 | $102,422-18.2% | $147,117-43.0% | $80,959+3.5% |
| Participation rate | 86.7% | 75.9%+10.8pp | 82.2%+4.5pp | 67.7%+19.0pp |
| Annual return | -22.04% | 135.16%-157.2pp | 420.54%-442.6pp | 35.67%-57.7pp |
| Employer contribution / active EE | $2,155 | $3,717-42.0% | $4,932-56.3% | $2,757-21.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,046 | $7,953-86.8% | $12,993-91.9% | $6,925-84.9% |