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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 | $173,526-75.9% | $136,072-69.3% | $145,884-71.3% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.4%+18.6pp | 80.3%+14.7pp |
| Annual return | -26.75% | 1167.12%-1193.9pp | 580.46%-607.2pp | 551.85%-578.6pp |
| Employer contribution / active EE | $32,559 | $5,285+516.1% | $4,216+672.3% | $4,662+598.4% |
| Participant deferral / active EE | $0 | $8,711-100.0% | $7,028-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,716 | $9,665+73.0% | $6,718+148.8% | $13,392+24.8% |