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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 | $37,364 | $102,663-63.6% | $86,216-56.7% | $139,466-73.2% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | -33.91% | 1924.52%-1958.4pp | 1169.42%-1203.3pp | 373.66%-407.6pp |
| Employer contribution / active EE | $13,693 | $3,035+351.2% | $2,382+475.0% | $4,754+188.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,468 | $8,663-60.0% | $6,853-49.4% | $11,409-69.6% |