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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 | $37,310 | $121,677-69.3% | $104,625-64.3% | $158,966-76.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -17.63% | 465.58%-483.2pp | 340.60%-358.2pp | 302.95%-320.6pp |
| Employer contribution / active EE | $5,123 | $3,165+61.9% | $2,681+91.1% | $4,762+7.6% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,307 | $7,777+135.4% | $6,465+183.2% | $11,250+62.7% |