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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 | $38,721 | $91,537-57.7% | $130,045-70.2% | $75,173-48.5% |
| Participation rate | 91.9% | 71.5%+20.4pp | 78.5%+13.4pp | 67.2%+24.7pp |
| Annual return | -60.39% | -631.55%+571.2pp | -137.30%+76.9pp | 160.72%-221.1pp |
| Employer contribution / active EE | $16,615 | $2,845+484.1% | $4,321+284.5% | $2,671+522.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,653 | $6,780-16.6% | $10,600-46.7% | $5,6510% |