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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 | $27,368 | $138,114-80.2% | $125,391-78.2% | $134,545-79.7% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -78.96% | 750.88%-829.8pp | 572.41%-651.4pp | 418.37%-497.3pp |
| Employer contribution / active EE | $23,225 | $5,246+342.7% | $4,816+382.3% | $4,742+389.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,004 | $11,570-82.7% | $10,009-80.0% | $11,431-82.5% |