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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 | $51,384 | $95,979-46.5% | $74,551-31.1% | $135,380-62.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -19.14% | 56.97%-76.1pp | 32.53%-51.7pp | 519.81%-538.9pp |
| Employer contribution / active EE | $3,462 | $2,716+27.4% | $1,961+76.5% | $4,779-27.6% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $994 | $6,522-84.8% | $5,059-80.4% | $10,828-90.8% |