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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 | $56,637 | $117,895-52.0% | $102,460-44.7% | $145,897-61.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -52.66% | 31.92%-84.6pp | 29.47%-82.1pp | 552.29%-605.0pp |
| Employer contribution / active EE | $26,467 | $3,619+631.3% | $3,025+774.9% | $4,663+467.6% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,206 | $13,353-46.0% | $9,460-23.8% | $13,390-46.2% |