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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 | $49,892 | $102,429-51.3% | $147,096-66.1% | $80,925-38.3% |
| Participation rate | 96.2% | 75.9%+20.4pp | 82.2%+14.0pp | 67.7%+28.6pp |
| Annual return | -62.35% | 135.02%-197.4pp | 419.75%-482.1pp | 35.65%-98.0pp |
| Employer contribution / active EE | $28,013 | $3,716+653.9% | $4,936+467.5% | $2,756+916.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,359 | $7,957+5.1% | $13,005-35.7% | $6,940+20.4% |