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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 | $56,575 | $152,591-62.9% | $117,529-51.9% | $134,545-58.0% |
| Participation rate | 90.9% | 77.1%+13.8pp | 70.6%+20.3pp | 81.2%+9.7pp |
| Annual return | -25.01% | 53.04%-78.0pp | 29.77%-54.8pp | 418.37%-443.4pp |
| Employer contribution / active EE | $1,750 | $5,576-68.6% | $4,179-58.1% | $4,742-63.1% |
| Participant deferral / active EE | $5,512 | $4,821+14.3% | $4,072+35.4% | $6,401-13.9% |
| Admin fee / account holder | $92,654 | $7,004+1222.8% | $5,645+1541.3% | $11,431+710.6% |