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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 | $14,317 | $110,379-87.0% | $102,412-86.0% | $145,884-90.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | -110.66% | 24.84%-135.5pp | 24.94%-135.6pp | 551.85%-662.5pp |
| Employer contribution / active EE | $38,515 | $4,216+813.5% | $3,870+895.2% | $4,662+726.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,404 | $9,745+6.8% | $8,388+24.0% | $13,392-22.3% |