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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 | $130,671 | $108,285+20.7% | $77,552+68.5% | $158,982-17.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -74.00% | 31.69%-105.7pp | 54.82%-128.8pp | 302.99%-377.0pp |
| Employer contribution / active EE | $50,084 | $1,325+3680.0% | $987+4976.3% | $4,763+951.6% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,699 | $3,709+161.5% | $2,859+239.2% | $11,252-13.8% |