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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% | $136,298-53.5% | $70,126-9.6% |
| Participation rate | 93.7% | 74.2%+19.5pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | -44.61% | 31.46%-76.1pp | 5156.27%-5200.9pp | 73.15%-117.8pp |
| Employer contribution / active EE | $29,657 | $2,966+899.9% | $4,696+531.6% | $2,343+1166.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,963 | $5,421+176.0% | $9,244+61.9% | $4,645+222.1% |