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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 | $59,780 | $65,367-8.5% | $92,915-35.7% | $72,976-18.1% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.0%+16.3pp | 69.5%+22.8pp |
| Annual return | -58.35% | 42.11%-100.5pp | 109.45%-167.8pp | 81.02%-139.4pp |
| Employer contribution / active EE | $14,064 | $2,594+442.2% | $3,653+284.9% | $2,440+476.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,520 | $4,251+76.9% | $5,796+29.8% | $5,124+46.8% |