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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 | $81,102 | $91,536-11.4% | $130,062-37.6% | $75,177+7.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -22.29% | -631.62%+609.3pp | -137.37%+115.1pp | 160.75%-183.0pp |
| Employer contribution / active EE | $7,701 | $2,845+170.7% | $4,322+78.2% | $2,671+188.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,207 | $6,780-52.7% | $10,601-69.7% | $5,651-43.2% |