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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 | $46,207 | $88,603-47.8% | $69,890-33.9% | $134,545-65.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -55.57% | 442.93%-498.5pp | 190.84%-246.4pp | 418.37%-473.9pp |
| Employer contribution / active EE | $19,136 | $3,236+491.4% | $2,560+647.4% | $4,742+303.6% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,998 | $10,443-42.6% | $6,267-4.3% | $11,431-47.5% |