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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 | $56,478 | $91,536-38.3% | $130,062-56.6% | $75,177-24.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -1.87% | -631.62%+629.7pp | -137.37%+135.5pp | 160.75%-162.6pp |
| Employer contribution / active EE | $10,551 | $2,845+270.9% | $4,322+144.1% | $2,671+295.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,466 | $6,780-63.6% | $10,601-76.7% | $5,651-56.4% |