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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 | $49,100 | $232,540-78.9% | $185,117-73.5% | $147,586-66.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -61.62% | 43.03%-104.6pp | 40.50%-102.1pp | 578.59%-640.2pp |
| Employer contribution / active EE | $8,276 | $5,195+59.3% | $4,182+97.9% | $4,876+69.7% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,854 | $10,275+44.6% | $8,159+82.0% | $10,886+36.5% |