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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 | $43,263 | $102,422-57.8% | $147,117-70.6% | $80,959-46.6% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | -8.47% | 135.16%-143.6pp | 420.54%-429.0pp | 35.67%-44.1pp |
| Employer contribution / active EE | $15,101 | $3,717+306.2% | $4,932+206.2% | $2,757+447.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,396 | $7,953-57.3% | $12,993-73.9% | $6,925-51.0% |