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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 | $39,894 | $102,382-61.0% | $147,005-72.9% | $80,874-50.7% |
| Participation rate | 96.5% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | -25.12% | 134.89%-160.0pp | 418.76%-443.9pp | 35.62%-60.7pp |
| Employer contribution / active EE | $16,465 | $3,715+343.2% | $4,934+233.7% | $2,756+497.5% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,416 | $7,942+56.3% | $13,006-4.5% | $6,935+79.0% |