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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 | $23,706 | $82,678-71.3% | $125,391-81.1% | $68,490-65.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -94.80% | -5.97%-88.8pp | 572.41%-667.2pp | -7.85%-86.9pp |
| Employer contribution / active EE | $25,926 | $3,382+666.5% | $4,816+438.4% | $2,597+898.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,953 | $6,277-37.0% | $10,009-60.5% | $5,403-26.8% |