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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 | $97,931 | $77,908+25.7% | $149,696-34.6% | $75,173+30.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -50.85% | 31.73%-82.6pp | 134.46%-185.3pp | 160.72%-211.6pp |
| Employer contribution / active EE | $22,514 | $3,138+617.5% | $4,821+367.0% | $2,671+742.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,791 | $5,950+31.0% | $13,212-41.0% | $5,651+37.9% |