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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 | $0 | $51,184-100.0% | $66,439-100.0% | $86,983-100.0% |
| Participation rate | 97.0% | 68.5%+28.5pp | 74.5%+22.5pp | 69.5%+27.4pp |
| Annual return | -96.72% | 17.07%-113.8pp | 757.66%-854.4pp | 25.83%-122.6pp |
| Employer contribution / active EE | $3,150 | $2,023+55.7% | $2,637+19.5% | $2,584+21.9% |
| Participant deferral / active EE | $3,113 | $2,927+6.3% | $3,876-19.7% | $4,194-25.8% |
| Admin fee / account holder | $4,519 | $4,154+8.8% | $6,173-26.8% | $7,856-42.5% |