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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 | $29,318 | $81,487-64.0% | $102,412-71.4% | $80,935-63.8% |
| Participation rate | 97.7% | 66.8%+30.9pp | 74.5%+23.2pp | 67.7%+30.0pp |
| Annual return | -156.62% | 25.60%-182.2pp | 24.94%-181.6pp | 35.66%-192.3pp |
| Employer contribution / active EE | $49,441 | $3,103+1493.4% | $3,870+1177.6% | $2,757+1693.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $30,561 | $6,717+355.0% | $8,388+264.4% | $6,924+341.3% |