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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 | $12,385 | $112,729-89.0% | $98,716-87.5% | $137,256-91.0% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | -101.35% | 38.48%-139.8pp | 31.81%-133.2pp | 220.34%-321.7pp |
| Employer contribution / active EE | $13,770 | $2,725+405.3% | $2,279+504.3% | $4,156+231.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,616 | $10,129-74.2% | $8,703-69.9% | $12,270-78.7% |