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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 | $66,913 | $102,422-34.7% | $147,117-54.5% | $80,959-17.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -13.14% | 135.16%-148.3pp | 420.54%-433.7pp | 35.67%-48.8pp |
| Employer contribution / active EE | $12,115 | $3,717+225.9% | $4,932+145.6% | $2,757+339.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,589 | $7,953-80.0% | $12,993-87.8% | $6,925-77.1% |