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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 | $62,002 | $78,707-21.2% | $117,861-47.4% | $70,126-11.6% |
| Participation rate | 96.2% | 73.2%+23.0pp | 79.7%+16.5pp | 69.5%+26.6pp |
| Annual return | -46.82% | 23.30%-70.1pp | 335.11%-381.9pp | 73.15%-120.0pp |
| Employer contribution / active EE | $21,349 | $2,223+860.2% | $3,786+463.8% | $2,343+811.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,018 | $5,066+216.2% | $8,021+99.7% | $4,645+244.8% |