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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 | $27,138 | $61,789-56.1% | $97,167-72.1% | $80,874-66.4% |
| Participation rate | 83.7% | 63.5%+20.2pp | 72.7%+11.0pp | 67.6%+16.1pp |
| Annual return | -43.21% | -557.90%+514.7pp | 75.27%-118.5pp | 35.62%-78.8pp |
| Employer contribution / active EE | $13,776 | $1,837+650.1% | $2,729+404.8% | $2,756+399.9% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,529 | $5,168+84.4% | $5,650+68.6% | $6,935+37.4% |