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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 | $57,216 | $69,118-17.2% | $53,647+6.7% | $138,895-58.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | -39.29% | 248.26%-287.6pp | 358.33%-397.6pp | 145.39%-184.7pp |
| Employer contribution / active EE | $60,000 | $1,189+4944.2% | $962+6136.8% | $4,194+1330.5% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $60,090 | $2,724+2106.0% | $2,460+2342.8% | $12,562+378.3% |