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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 | $58,778 | $91,525-35.8% | $130,026-54.8% | $75,181-21.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -45.05% | -631.40%+586.4pp | -137.26%+92.2pp | 160.69%-205.7pp |
| Employer contribution / active EE | $49,404 | $2,844+1637.2% | $4,321+1043.3% | $2,671+1750.0% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,495 | $6,778+10.6% | $10,608-29.3% | $5,650+32.7% |