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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 | $0 | $84,741-100.0% | $75,731-100.0% | $167,553-100.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | -97.16% | 199.72%-296.9pp | 104.65%-201.8pp | 478.89%-576.1pp |
| Employer contribution / active EE | $3,723 | $3,230+15.3% | $2,743+35.7% | $4,840-23.1% |
| Participant deferral / active EE | $9,856 | $4,577+115.3% | $3,820+158.0% | $6,343+55.4% |
| Admin fee / account holder | $9,089 | $5,361+69.6% | $3,620+151.1% | $12,316-26.2% |