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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 | $40,154 | $82,288-51.2% | $68,794-41.6% | $134,509-70.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -31.57% | -2.19%-29.4pp | -6.37%-25.2pp | 418.13%-449.7pp |
| Employer contribution / active EE | $8,750 | $3,301+165.1% | $2,656+229.5% | $4,741+84.6% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $948 | $6,482-85.4% | $4,934-80.8% | $11,427-91.7% |