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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 | $191,815 | $91,525+109.6% | $130,026+47.5% | $75,181+155.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -5.97% | -631.40%+625.4pp | -137.26%+131.3pp | 160.69%-166.7pp |
| Employer contribution / active EE | $2,461 | $2,844-13.5% | $4,321-43.1% | $2,671-7.9% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $872 | $6,778-87.1% | $10,608-91.8% | $5,650-84.6% |