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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 | $26,092 | $106,557-75.5% | $91,227-71.4% | $134,545-80.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -81.13% | 160.81%-241.9pp | 114.14%-195.3pp | 418.37%-499.5pp |
| Employer contribution / active EE | $15,716 | $3,332+371.7% | $2,851+451.2% | $4,742+231.5% |
| Participant deferral / active EE | $6,627 | $4,719+40.4% | $4,234+56.5% | $6,401+3.5% |
| Admin fee / account holder | $351 | $6,235-94.4% | $5,423-93.5% | $11,431-96.9% |