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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 | $102,382-57.7% | $147,005-70.6% | $80,874-46.5% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | -8.47% | 134.89%-143.4pp | 418.76%-427.2pp | 35.62%-44.1pp |
| Employer contribution / active EE | $15,101 | $3,715+306.5% | $4,934+206.0% | $2,756+448.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,396 | $7,942-57.2% | $13,006-73.9% | $6,935-51.0% |