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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 | $41,663 | $83,485-50.1% | $125,180-66.7% | $72,983-42.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -70.40% | 25.78%-96.2pp | 43.79%-114.2pp | 81.01%-151.4pp |
| Employer contribution / active EE | $16,027 | $2,346+583.3% | $3,866+314.6% | $2,440+556.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,722 | $5,518-32.5% | $9,703-61.6% | $5,124-27.4% |