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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 | $63,413 | $85,766-26.1% | $136,295-53.5% | $70,131-9.6% |
| Participation rate | 93.7% | 74.2%+19.5pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | -44.61% | 31.45%-76.1pp | 5155.97%-5200.6pp | 73.14%-117.8pp |
| Employer contribution / active EE | $29,657 | $2,966+899.9% | $4,695+531.6% | $2,342+1166.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,963 | $5,420+176.1% | $9,243+61.9% | $4,645+222.1% |