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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 | $102,385-51.3% | $147,080-66.1% | $80,935-38.4% |
| Participation rate | 96.2% | 75.9%+20.4pp | 82.2%+14.0pp | 67.7%+28.6pp |
| Annual return | -62.35% | 135.09%-197.4pp | 420.17%-482.5pp | 35.66%-98.0pp |
| Employer contribution / active EE | $28,013 | $3,717+653.7% | $4,933+467.8% | $2,757+916.2% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,359 | $7,951+5.1% | $12,989-35.6% | $6,924+20.7% |