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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 | $34,244 | $78,707-56.5% | $117,861-70.9% | $70,126-51.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | -32.39% | 23.30%-55.7pp | 335.11%-367.5pp | 73.15%-105.5pp |
| Employer contribution / active EE | $525 | $2,223-76.4% | $3,786-86.1% | $2,343-77.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,357 | $5,066+222.9% | $8,021+103.9% | $4,645+252.1% |