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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 | $50,878 | $78,707-35.4% | $117,861-56.8% | $70,126-27.4% |
| Participation rate | 79.5% | 73.2%+6.4pp | 79.7%-0.1pp | 69.5%+10.0pp |
| Annual return | -74.38% | 23.30%-97.7pp | 335.11%-409.5pp | 73.15%-147.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,885 | $3,297-42.8% | $4,482-57.9% | $3,332-43.4% |
| Admin fee / account holder | $5,969 | $5,066+17.8% | $8,021-25.6% | $4,645+28.5% |