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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 | $53,569 | $75,962-29.5% | $154,108-65.2% | $64,173-16.5% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -91.70% | 30.32%-122.0pp | 735.21%-826.9pp | 7.63%-99.3pp |
| Employer contribution / active EE | $14,997 | $3,350+347.7% | $5,298+183.1% | $2,381+529.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,400 | $5,589+104.0% | $13,411-15.0% | $4,887+133.3% |