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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 | $50,702 | $110,551-54.1% | $80,741-37.2% | $167,536-69.7% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | -49.17% | 120.57%-169.7pp | 87.30%-136.5pp | 478.82%-528.0pp |
| Employer contribution / active EE | $1,874 | $1,543+21.5% | $1,160+61.5% | $4,839-61.3% |
| Participant deferral / active EE | $3,822 | $2,870+33.2% | $2,145+78.2% | $6,342-39.7% |
| Admin fee / account holder | $57,796 | $4,547+1171.1% | $3,380+1609.8% | $12,315+369.3% |