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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 | $27,173 | $82,678-67.1% | $125,391-78.3% | $68,490-60.3% |
| Participation rate | 80.4% | 75.1%+5.3pp | 82.4%-2.0pp | 67.9%+12.5pp |
| Annual return | -50.06% | -5.97%-44.1pp | 572.41%-622.5pp | -7.85%-42.2pp |
| Employer contribution / active EE | $15,989 | $3,382+372.7% | $4,816+232.0% | $2,597+515.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,526 | $6,277-27.9% | $10,009-54.8% | $5,403-16.2% |