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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 | $102,422-61.0% | $147,117-72.9% | $80,959-50.7% |
| Participation rate | 96.5% | 75.9%+20.6pp | 82.2%+14.3pp | 67.7%+28.8pp |
| Annual return | -25.12% | 135.16%-160.3pp | 420.54%-445.7pp | 35.67%-60.8pp |
| Employer contribution / active EE | $16,465 | $3,717+342.9% | $4,932+233.8% | $2,757+497.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,416 | $7,953+56.1% | $12,993-4.4% | $6,925+79.3% |