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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 | $23,681 | $148,558-84.1% | $135,925-82.6% | $139,427-83.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -50.47% | 79.22%-129.7pp | 68.25%-118.7pp | 373.27%-423.7pp |
| Employer contribution / active EE | $8,488 | $5,244+61.9% | $4,857+74.8% | $4,752+78.6% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,563 | $12,401-55.1% | $10,764-48.3% | $11,404-51.2% |