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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 | $87,875 | $111,785-21.4% | $93,669-6.2% | $145,877-39.8% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | -20.33% | 203.79%-224.1pp | 133.59%-153.9pp | 551.28%-571.6pp |
| Employer contribution / active EE | $14,826 | $3,096+378.9% | $2,424+511.7% | $4,663+218.0% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,275 | $10,256-58.3% | $8,291-48.4% | $13,402-68.1% |