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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 | $36,722 | $111,878-67.2% | $93,727-60.8% | $145,897-74.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | -60.45% | 204.28%-264.7pp | 133.83%-194.3pp | 552.29%-612.7pp |
| Employer contribution / active EE | $14,618 | $3,092+372.7% | $2,421+503.7% | $4,663+213.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,916 | $10,256-71.6% | $8,292-64.8% | $13,390-78.2% |