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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 | $47,167 | $156,616-69.9% | $133,346-64.6% | $198,609-76.3% |
| Participation rate | 91.7% | 77.7%+13.9pp | 72.8%+18.8pp | 82.4%+9.3pp |
| Annual return | -53.14% | 44.25%-97.4pp | 36.85%-90.0pp | 202.70%-255.8pp |
| Employer contribution / active EE | $16,754 | $3,368+397.5% | $2,853+487.2% | $5,055+231.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,462 | $17,468-74.5% | $14,264-68.7% | $19,030-76.6% |