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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 | $54,226 | $85,766-36.8% | $136,298-60.2% | $70,126-22.7% |
| Participation rate | 86.1% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | -35.72% | 31.46%-67.2pp | 5156.27%-5192.0pp | 73.15%-108.9pp |
| Employer contribution / active EE | $16,952 | $2,966+471.5% | $4,696+261.0% | $2,343+623.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,621 | $5,421+59.0% | $9,244-6.7% | $4,645+85.6% |