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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 | $102,422-68.9% | $147,117-78.4% | $80,959-60.7% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | -94.57% | 135.16%-229.7pp | 420.54%-515.1pp | 35.67%-130.2pp |
| Employer contribution / active EE | $34,796 | $3,717+836.0% | $4,932+605.4% | $2,757+1162.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,455 | $7,953-69.1% | $12,993-81.1% | $6,925-64.5% |