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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 | $57,119 | $127,386-55.2% | $115,037-50.3% | $125,393-54.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -65.58% | 31.28%-96.9pp | 26.14%-91.7pp | 282.23%-347.8pp |
| Employer contribution / active EE | $25,100 | $5,166+385.9% | $4,608+444.7% | $4,866+415.8% |
| Participant deferral / active EE | $24,000 | $6,423+273.7% | $6,026+298.2% | $5,351+348.5% |
| Admin fee / account holder | $15,536 | $9,516+63.3% | $8,175+90.0% | $9,541+62.8% |