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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 | $26,052 | $157,304-83.4% | $141,197-81.5% | $152,909-83.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -99.98% | 64.34%-164.3pp | 71.41%-171.4pp | 345.46%-445.4pp |
| Employer contribution / active EE | $31,312 | $5,263+495.0% | $4,736+561.1% | $4,764+557.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,532 | $12,126-4.9% | $10,265+12.3% | $11,601-0.6% |