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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 | $67,823-15.6% | $52,425+9.1% | $137,256-58.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -39.29% | 219.11%-258.4pp | 302.12%-341.4pp | 220.34%-259.6pp |
| Employer contribution / active EE | $60,000 | $1,163+5059.3% | $914+6463.1% | $4,156+1343.7% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $60,090 | $2,844+2012.7% | $2,495+2308.5% | $12,270+389.7% |