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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 | $78,891 | $89,370-11.7% | $141,197-44.1% | $72,976+8.1% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | -47.18% | 111.88%-159.1pp | 71.41%-118.6pp | 81.02%-128.2pp |
| Employer contribution / active EE | $24,605 | $3,115+689.9% | $4,736+419.5% | $2,440+908.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,920 | $5,957+66.5% | $10,265-3.4% | $5,124+93.6% |