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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 | $13,007 | $106,267-87.8% | $96,520-86.5% | $139,456-90.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | -86.39% | 38.45%-124.8pp | 35.72%-122.1pp | 373.45%-459.8pp |
| Employer contribution / active EE | $8,857 | $4,105+115.8% | $3,739+136.9% | $4,753+86.4% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,340 | $7,882-83.0% | $6,733-80.1% | $11,407-88.3% |