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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 | $189,072 | $131,835+43.4% | $108,582+74.1% | $273,972-31.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.93% | -91.57%+90.6pp | -51.70%+50.8pp | 41.46%-42.4pp |
| Employer contribution / active EE | $2,567 | $4,913-47.7% | $3,758-31.7% | $4,869-47.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $461 | $10,253-95.5% | $7,645-94.0% | $10,133-95.5% |