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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 | $24,041 | $107,809-77.7% | $90,657-73.5% | $135,380-82.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -71.47% | -0.90%-70.6pp | 1.89%-73.4pp | 519.81%-591.3pp |
| Employer contribution / active EE | $17,814 | $3,018+490.3% | $2,532+603.6% | $4,779+272.8% |
| Participant deferral / active EE | $9,773 | $3,872+152.4% | $3,424+185.4% | $5,609+74.2% |
| Admin fee / account holder | $602 | $5,931-89.8% | $4,994-87.9% | $10,828-94.4% |