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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 | $18,489 | $82,674-77.6% | $125,381-85.3% | $68,486-73.0% |
| Participation rate | 89.8% | 75.1%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -57.92% | -5.97%-51.9pp | 572.31%-630.2pp | -7.85%-50.1pp |
| Employer contribution / active EE | $22,434 | $3,382+563.4% | $4,815+365.9% | $2,597+764.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,664 | $6,277-9.8% | $10,007-43.4% | $5,404+4.8% |