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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 | $52,120 | $72,177-27.8% | $115,038-54.7% | $59,633-12.6% |
| Participation rate | 94.9% | 72.6%+22.4pp | 81.4%+13.6pp | 68.7%+26.3pp |
| Annual return | -59.36% | 12.02%-71.4pp | 26.14%-85.5pp | 2041.45%-2100.8pp |
| Employer contribution / active EE | $27,135 | $2,841+855.1% | $4,608+488.9% | $2,203+1131.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $13,525 | $4,927+174.5% | $8,175+65.4% | $4,297+214.8% |