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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 | $29,769 | $110,303-73.0% | $95,759-68.9% | $139,487-78.7% |
| Participation rate | 88.9% | 75.7%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | -91.07% | 27.19%-118.3pp | 28.42%-119.5pp | 373.84%-464.9pp |
| Employer contribution / active EE | $17,091 | $3,261+424.2% | $2,836+502.6% | $4,755+259.5% |
| Participant deferral / active EE | $8,076 | $4,674+72.8% | $4,244+90.3% | $6,713+20.3% |
| Admin fee / account holder | $444 | $6,615-93.3% | $5,678-92.2% | $11,407-96.1% |