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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 | $100,741 | $95,917+5.0% | $79,583+26.6% | $134,545-25.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -25.13% | -2.70%-22.4pp | 0.16%-25.3pp | 418.37%-443.5pp |
| Employer contribution / active EE | $11,765 | $3,129+276.0% | $2,414+387.4% | $4,742+148.1% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,024 | $9,132-88.8% | $6,835-85.0% | $11,431-91.0% |