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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 | $56,163 | $108,695-48.3% | $74,722-24.8% | $152,897-63.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | -14.62% | 114.11%-128.7pp | 753.11%-767.7pp | 345.43%-360.0pp |
| Employer contribution / active EE | $5,496 | $1,504+265.4% | $1,084+406.9% | $4,764+15.4% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,449 | $4,906-9.3% | $3,335+33.4% | $11,599-61.6% |