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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 | $20,333 | $111,785-81.8% | $93,669-78.3% | $145,877-86.1% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | -68.35% | 203.79%-272.1pp | 133.59%-201.9pp | 551.28%-619.6pp |
| Employer contribution / active EE | $11,732 | $3,096+278.9% | $2,424+384.1% | $4,663+151.6% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,483 | $10,256-75.8% | $8,291-70.0% | $13,402-81.5% |