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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 | $57,527 | $107,368-46.4% | $92,915-38.1% | $152,909-62.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -13.47% | 145.64%-159.1pp | 109.45%-122.9pp | 345.46%-358.9pp |
| Employer contribution / active EE | $10,465 | $4,222+147.8% | $3,653+186.4% | $4,764+119.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,636 | $7,082-76.9% | $5,796-71.8% | $11,601-85.9% |