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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 | $31,819 | $102,382-68.9% | $147,005-78.4% | $80,874-60.7% |
| Participation rate | 73.1% | 75.8%-2.8pp | 82.2%-9.1pp | 67.6%+5.4pp |
| Annual return | -94.57% | 134.89%-229.5pp | 418.76%-513.3pp | 35.62%-130.2pp |
| Employer contribution / active EE | $34,796 | $3,715+836.7% | $4,934+605.2% | $2,756+1162.7% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,455 | $7,942-69.1% | $13,006-81.1% | $6,935-64.6% |