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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 | $19,068 | $100,792-81.1% | $86,691-78.0% | $134,509-85.8% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.3pp | 81.2%-7.9pp |
| Annual return | -77.30% | 29.08%-106.4pp | 35.94%-113.2pp | 418.13%-495.4pp |
| Employer contribution / active EE | $11,136 | $3,491+219.0% | $2,837+292.5% | $4,741+134.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,290 | $10,924-79.0% | $7,492-69.4% | $11,427-80.0% |