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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 | $61,815-56.1% | $97,295-72.1% | $80,959-66.5% |
| Participation rate | 83.7% | 63.5%+20.2pp | 72.7%+11.1pp | 67.7%+16.1pp |
| Annual return | -43.21% | -558.73%+515.5pp | 75.62%-118.8pp | 35.67%-78.9pp |
| Employer contribution / active EE | $13,776 | $1,836+650.2% | $2,723+405.9% | $2,757+399.7% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,529 | $5,166+84.5% | $5,646+68.8% | $6,925+37.6% |