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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 | $70,546 | $226,135-68.8% | $182,558-61.4% | $152,909-53.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -41.82% | 192.60%-234.4pp | 148.59%-190.4pp | 345.46%-387.3pp |
| Employer contribution / active EE | $37,603 | $4,979+655.2% | $4,076+822.5% | $4,764+689.3% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,850 | $10,707+57.4% | $8,594+96.1% | $11,601+45.2% |