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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 | $64,770 | $175,257-63.0% | $149,717-56.7% | $139,456-53.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -30.94% | 166.70%-197.6pp | 134.41%-165.3pp | 373.45%-404.4pp |
| Employer contribution / active EE | $1,641 | $5,477-70.0% | $4,820-65.9% | $4,753-65.5% |
| Participant deferral / active EE | $5,250 | $6,521-19.5% | $5,682-7.6% | $6,711-21.8% |
| Admin fee / account holder | $77,390 | $16,156+379.0% | $13,213+485.7% | $11,407+578.4% |