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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 | $46,196 | $115,810-60.1% | $101,271-54.4% | $158,966-70.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -35.83% | 56.15%-92.0pp | 46.48%-82.3pp | 302.95%-338.8pp |
| Employer contribution / active EE | $13,333 | $4,175+219.3% | $3,660+264.3% | $4,762+180.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,242 | $7,248-82.9% | $5,948-79.1% | $11,250-89.0% |