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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 | $38,093 | $105,200-63.8% | $159,474-76.1% | $85,847-55.6% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.8%+7.8pp | 69.3%+21.3pp |
| Annual return | -92.88% | 45.08%-138.0pp | 263.68%-356.6pp | 318.61%-411.5pp |
| Employer contribution / active EE | $32,741 | $3,319+886.5% | $4,831+577.8% | $2,565+1176.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,531 | $6,934-20.2% | $10,802-48.8% | $6,261-11.7% |