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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 | $30,159 | $105,200-71.3% | $159,474-81.1% | $85,847-64.9% |
| Participation rate | 88.3% | 75.8%+12.6pp | 82.8%+5.5pp | 69.3%+19.0pp |
| Annual return | -81.99% | 45.08%-127.1pp | 263.68%-345.7pp | 318.61%-400.6pp |
| Employer contribution / active EE | $25,666 | $3,319+673.4% | $4,831+431.3% | $2,565+900.5% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,511 | $6,934+22.7% | $10,802-21.2% | $6,261+35.9% |