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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 | $102,382-51.3% | $147,005-66.1% | $80,874-38.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | -62.35% | 134.89%-197.2pp | 418.76%-481.1pp | 35.62%-98.0pp |
| Employer contribution / active EE | $28,013 | $3,715+654.1% | $4,934+467.7% | $2,756+916.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,359 | $7,942+5.2% | $13,006-35.7% | $6,935+20.5% |