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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 | $74,468 | $88,672-16.0% | $105,223-29.2% | $82,448-9.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | -11.95% | 30.86%-42.8pp | 180.65%-192.6pp | 41.64%-53.6pp |
| Employer contribution / active EE | $18,495 | $3,048+506.8% | $3,689+401.4% | $2,551+625.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,999 | $7,146+81.9% | $8,859+46.7% | $7,234+79.7% |