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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 | $94,693 | $85,766+10.4% | $136,298-30.5% | $70,126+35.0% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | -42.70% | 31.46%-74.2pp | 5156.27%-5199.0pp | 73.15%-115.8pp |
| Employer contribution / active EE | $49,052 | $2,966+1553.8% | $4,696+944.6% | $2,343+1994.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,888 | $5,421+174.7% | $9,244+61.1% | $4,645+220.5% |