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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 | $39,487 | $63,346-37.7% | $92,240-57.2% | $70,126-43.7% |
| Participation rate | 96.9% | 68.7%+28.2pp | 76.5%+20.4pp | 69.5%+27.3pp |
| Annual return | -61.74% | 530.19%-591.9pp | 176.29%-238.0pp | 73.15%-134.9pp |
| Employer contribution / active EE | $10,269 | $2,471+315.5% | $3,680+179.1% | $2,343+338.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $21,394 | $3,841+457.0% | $5,194+311.9% | $4,645+360.5% |