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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 | $18,532 | $58,391-68.3% | $76,667-75.8% | $72,976-74.6% |
| Participation rate | 97.6% | 67.4%+30.3pp | 72.1%+25.5pp | 69.5%+28.1pp |
| Annual return | -67.62% | 2306.65%-2374.3pp | 1166.74%-1234.4pp | 81.02%-148.6pp |
| Employer contribution / active EE | $7,394 | $1,787+313.8% | $2,303+221.1% | $2,440+203.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,138 | $4,014-21.8% | $6,423-51.1% | $5,124-38.8% |