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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 | $72,596 | $100,041-27.4% | $149,718-51.5% | $70,131+3.5% |
| Participation rate | 86.8% | 83.6%+3.3pp | 87.1%-0.2pp | 69.5%+17.3pp |
| Annual return | -50.42% | 27.43%-77.8pp | 1501.67%-1552.1pp | 73.14%-123.6pp |
| Employer contribution / active EE | $11,057 | $3,662+202.0% | $5,445+103.1% | $2,342+372.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,401 | $8,286-83.1% | $11,283-87.6% | $4,645-69.8% |