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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 | $44,428 | $111,830-60.3% | $93,696-52.6% | $145,884-69.5% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | -86.59% | 204.08%-290.7pp | 133.74%-220.3pp | 551.85%-638.4pp |
| Employer contribution / active EE | $35,242 | $3,093+1039.4% | $2,422+1355.1% | $4,662+655.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $24,407 | $10,249+138.1% | $8,287+194.5% | $13,392+82.3% |