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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 | $100,060-27.4% | $149,721-51.5% | $70,126+3.5% |
| Participation rate | 86.8% | 83.6%+3.3pp | 87.1%-0.2pp | 69.5%+17.3pp |
| Annual return | -50.42% | 27.46%-77.9pp | 1501.67%-1552.1pp | 73.15%-123.6pp |
| Employer contribution / active EE | $11,057 | $3,661+202.0% | $5,444+103.1% | $2,343+372.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,401 | $8,285-83.1% | $11,282-87.6% | $4,645-69.8% |