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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 | $67,348 | $105,200-36.0% | $159,474-57.8% | $85,847-21.5% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.8%+15.0pp | 69.3%+28.5pp |
| Annual return | -21.46% | 45.08%-66.5pp | 263.68%-285.1pp | 318.61%-340.1pp |
| Employer contribution / active EE | $11,089 | $3,319+234.1% | $4,831+129.6% | $2,565+332.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,447 | $6,934-64.7% | $10,802-77.3% | $6,261-60.9% |