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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 | $29,688 | $88,672-66.5% | $105,223-71.8% | $82,448-64.0% |
| Participation rate | 97.7% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | -121.55% | 30.86%-152.4pp | 180.65%-302.2pp | 41.64%-163.2pp |
| Employer contribution / active EE | $39,622 | $3,048+1200.0% | $3,689+974.2% | $2,551+1453.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $27,181 | $7,146+280.4% | $8,859+206.8% | $7,234+275.7% |