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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 | $28,616 | $98,776-71.0% | $149,745-80.9% | $79,856-64.2% |
| Participation rate | 76.6% | 75.8%+0.8pp | 82.5%-5.9pp | 69.6%+7.0pp |
| Annual return | -79.99% | 27.38%-107.4pp | 276.72%-356.7pp | 31.71%-111.7pp |
| Employer contribution / active EE | $23,449 | $3,217+628.9% | $4,646+404.8% | $2,471+848.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,834 | $6,053+45.9% | $9,312-5.1% | $5,306+66.5% |