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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 | $95,455 | $82,678+15.5% | $125,391-23.9% | $68,490+39.4% |
| Participation rate | 89.8% | 75.1%+14.8pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -31.28% | -5.97%-25.3pp | 572.41%-603.7pp | -7.85%-23.4pp |
| Employer contribution / active EE | $908 | $3,382-73.2% | $4,816-81.1% | $2,597-65.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $411 | $6,277-93.4% | $10,009-95.9% | $5,403-92.4% |