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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 | $61,787-56.1% | $97,197-72.1% | $80,925-66.5% |
| Participation rate | 83.7% | 63.5%+20.2pp | 72.7%+11.0pp | 67.7%+16.1pp |
| Annual return | -43.21% | -558.16%+515.0pp | 75.47%-118.7pp | 35.65%-78.9pp |
| Employer contribution / active EE | $13,776 | $1,836+650.3% | $2,723+406.0% | $2,756+399.8% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,529 | $5,170+84.3% | $5,637+69.0% | $6,940+37.3% |