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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 | $40,925 | $85,171-52.0% | $172,753-76.3% | $72,976-43.9% |
| Participation rate | 71.6% | 70.1%+1.6pp | 82.6%-11.0pp | 69.5%+2.2pp |
| Annual return | -26.72% | 27.32%-54.0pp | 803.00%-829.7pp | 81.02%-107.7pp |
| Employer contribution / active EE | $7,206 | $3,324+116.8% | $5,144+40.1% | $2,440+195.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,156 | $5,880+55.7% | $13,956-34.4% | $5,124+78.7% |