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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 | $22,505 | $138,114-83.7% | $125,391-82.1% | $134,545-83.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -45.55% | 750.88%-796.4pp | 572.41%-618.0pp | 418.37%-463.9pp |
| Employer contribution / active EE | $8,992 | $5,246+71.4% | $4,816+86.7% | $4,742+89.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,860 | $11,570-75.3% | $10,009-71.4% | $11,431-75.0% |