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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 | $124,980-79.4% | $108,359-76.2% | $154,746-83.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | -69.56% | 45.00%-114.6pp | 36.89%-106.5pp | 172.34%-241.9pp |
| Employer contribution / active EE | $13,800 | $2,851+384.1% | $2,399+475.1% | $4,379+215.1% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,496 | $11,502-69.6% | $9,741-64.1% | $14,365-75.7% |