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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 | $11,251 | $81,696-86.2% | $70,494-84.0% | $158,982-92.9% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | -50.50% | 208.70%-259.2pp | 109.16%-159.7pp | 302.99%-353.5pp |
| Employer contribution / active EE | $9,496 | $3,220+194.9% | $2,738+246.8% | $4,763+99.4% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,422 | $6,200-77.1% | $3,848-63.0% | $11,252-87.4% |