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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 | $82,140 | $154,193-46.7% | $130,045-36.8% | $139,466-41.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | -73.58% | 32.51%-106.1pp | -137.30%+63.7pp | 373.66%-447.2pp |
| Employer contribution / active EE | $26,515 | $5,292+401.1% | $4,321+513.6% | $4,754+457.8% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $19,202 | $13,989+37.3% | $10,600+81.1% | $11,409+68.3% |