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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 | $31,635 | $102,422-69.1% | $147,117-78.5% | $80,959-60.9% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | -51.59% | 135.16%-186.7pp | 420.54%-472.1pp | 35.67%-87.3pp |
| Employer contribution / active EE | $5,372 | $3,717+44.5% | $4,932+8.9% | $2,757+94.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,014 | $7,953-74.7% | $12,993-84.5% | $6,925-70.9% |