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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 | $25,750 | $112,729-77.2% | $98,716-73.9% | $137,256-81.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | -69.56% | 38.48%-108.0pp | 31.81%-101.4pp | 220.34%-289.9pp |
| Employer contribution / active EE | $13,800 | $2,725+406.4% | $2,279+505.6% | $4,156+232.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,496 | $10,129-65.5% | $8,703-59.8% | $12,270-71.5% |