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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 | $23,212 | $81,476-71.5% | $102,383-77.3% | $80,925-71.3% |
| Participation rate | 97.8% | 66.8%+30.9pp | 74.5%+23.3pp | 67.7%+30.1pp |
| Annual return | -239.76% | 25.59%-265.4pp | 24.94%-264.7pp | 35.65%-275.4pp |
| Employer contribution / active EE | $52,837 | $3,105+1601.8% | $3,870+1265.2% | $2,756+1817.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,674 | $6,717+178.0% | $8,391+122.5% | $6,940+169.1% |