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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 | $26,515 | $65,367-59.4% | $92,915-71.5% | $72,976-63.7% |
| Participation rate | 98.4% | 68.3%+30.1pp | 76.0%+22.4pp | 69.5%+28.9pp |
| Annual return | -98.87% | 42.11%-141.0pp | 109.45%-208.3pp | 81.02%-179.9pp |
| Employer contribution / active EE | $27,186 | $2,594+948.1% | $3,653+644.1% | $2,440+1014.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,931 | $4,251+157.1% | $5,796+88.6% | $5,124+113.3% |