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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 | $37,491 | $105,158-64.3% | $94,672-60.4% | $139,487-73.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -37.60% | 38.11%-75.7pp | 156.89%-194.5pp | 373.84%-411.4pp |
| Employer contribution / active EE | $28,235 | $4,107+587.4% | $3,673+668.7% | $4,755+493.8% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,588 | $8,972-60.0% | $7,222-50.3% | $11,407-68.5% |