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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 | $20,313 | $82,678-75.4% | $125,391-83.8% | $68,490-70.3% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -42.07% | -5.97%-36.1pp | 572.41%-614.5pp | -7.85%-34.2pp |
| Employer contribution / active EE | $11,133 | $3,382+229.2% | $4,816+131.2% | $2,597+328.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,864 | $6,277-38.4% | $10,009-61.4% | $5,403-28.5% |