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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 | $51,296 | $121,656-57.8% | $104,614-51.0% | $158,950-67.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -60.42% | 465.51%-525.9pp | 340.56%-401.0pp | 302.91%-363.3pp |
| Employer contribution / active EE | $1,000 | $3,164-68.4% | $2,681-62.7% | $4,762-79.0% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $23,719 | $7,775+205.1% | $6,464+267.0% | $11,248+110.9% |