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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 | $111,785-60.3% | $93,669-52.6% | $145,877-69.5% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | -86.59% | 203.79%-290.4pp | 133.59%-220.2pp | 551.28%-637.9pp |
| Employer contribution / active EE | $35,242 | $3,096+1038.3% | $2,424+1354.1% | $4,663+655.8% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $24,407 | $10,256+138.0% | $8,291+194.4% | $13,402+82.1% |