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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 | $0 | $50,554-100.0% | $67,681-100.0% | $87,485-100.0% |
| Participation rate | 97.0% | 67.7%+29.3pp | 73.7%+23.2pp | 68.9%+28.0pp |
| Annual return | -96.72% | 17.81%-114.5pp | 590.58%-687.3pp | 26.06%-122.8pp |
| Employer contribution / active EE | $3,150 | $1,988+58.4% | $2,678+17.6% | $2,596+21.3% |
| Participant deferral / active EE | $3,113 | $2,961+5.1% | $3,976-21.7% | $4,274-27.2% |
| Admin fee / account holder | $4,519 | $4,132+9.4% | $6,100-25.9% | $7,775-41.9% |