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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 | $23,737 | $107,368-77.9% | $92,915-74.5% | $152,909-84.5% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.0%+10.4pp | 82.5%+3.9pp |
| Annual return | -34.73% | 145.64%-180.4pp | 109.45%-144.2pp | 345.46%-380.2pp |
| Employer contribution / active EE | $19,788 | $4,222+368.6% | $3,653+441.6% | $4,764+315.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,005 | $7,082-71.7% | $5,796-65.4% | $11,601-82.7% |