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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 | $24,226 | $138,102-82.5% | $125,381-80.7% | $134,532-82.0% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -66.52% | 750.73%-817.2pp | 572.31%-638.8pp | 418.27%-484.8pp |
| Employer contribution / active EE | $25,619 | $5,245+388.4% | $4,815+432.0% | $4,741+440.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,919 | $11,568-22.9% | $10,007-10.9% | $11,429-22.0% |