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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 | $25,899 | $181,062-85.7% | $158,223-83.6% | $155,188-83.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -70.78% | 57.39%-128.2pp | 52.09%-122.9pp | 148.84%-219.6pp |
| Employer contribution / active EE | $3,778 | $4,565-17.2% | $4,109-8.0% | $4,248-11.1% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $53,587 | $18,825+184.7% | $16,047+233.9% | $14,480+270.1% |