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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 | $102,382-18.2% | $147,005-43.0% | $80,874+3.6% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | -22.04% | 134.89%-156.9pp | 418.76%-440.8pp | 35.62%-57.7pp |
| Employer contribution / active EE | $2,155 | $3,715-42.0% | $4,934-56.3% | $2,756-21.8% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,046 | $7,942-86.8% | $13,006-92.0% | $6,935-84.9% |