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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 | $40,281 | $102,422-60.7% | $147,117-72.6% | $80,959-50.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -55.14% | 135.16%-190.3pp | 420.54%-475.7pp | 35.67%-90.8pp |
| Employer contribution / active EE | $25,469 | $3,717+585.1% | $4,932+416.3% | $2,757+823.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,215 | $7,953-34.4% | $12,993-59.9% | $6,925-24.7% |