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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 | $49,196 | $105,160-53.2% | $94,679-48.0% | $139,456-64.7% |
| Participation rate | 95.5% | 82.4%+13.1pp | 80.8%+14.6pp | 80.3%+15.1pp |
| Annual return | -47.47% | 38.04%-85.5pp | 156.75%-204.2pp | 373.45%-420.9pp |
| Employer contribution / active EE | $24,098 | $4,107+486.8% | $3,673+556.1% | $4,753+407.0% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,662 | $8,988-48.1% | $7,233-35.5% | $11,407-59.1% |