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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 | $102,429-68.9% | $147,096-78.4% | $80,925-60.7% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | -94.57% | 135.02%-229.6pp | 419.75%-514.3pp | 35.65%-130.2pp |
| Employer contribution / active EE | $34,796 | $3,716+836.5% | $4,936+604.9% | $2,756+1162.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,455 | $7,957-69.1% | $13,005-81.1% | $6,940-64.6% |