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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 | $27,669 | $111,535-75.2% | $105,223-73.7% | $137,256-79.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -21.14% | 237.85%-259.0pp | 180.65%-201.8pp | 220.34%-241.5pp |
| Employer contribution / active EE | $7,401 | $3,939+87.9% | $3,689+100.7% | $4,156+78.1% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,059 | $9,721-89.1% | $8,859-88.0% | $12,270-91.4% |