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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 | $41,818 | $173,397-75.9% | $135,987-69.2% | $145,877-71.3% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.4%+18.6pp | 80.3%+14.7pp |
| Annual return | -26.75% | 1166.18%-1192.9pp | 580.01%-606.8pp | 551.28%-578.0pp |
| Employer contribution / active EE | $32,559 | $5,281+516.6% | $4,214+672.7% | $4,663+598.3% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,716 | $9,663+73.0% | $6,716+148.9% | $13,402+24.7% |