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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 | $25,721 | $105,853-75.7% | $90,752-71.7% | $134,493-80.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -84.97% | -10.99%-74.0pp | -12.16%-72.8pp | 418.01%-503.0pp |
| Employer contribution / active EE | $12,700 | $3,462+266.8% | $2,921+334.7% | $4,740+167.9% |
| Participant deferral / active EE | $12,700 | $5,216+143.5% | $4,564+178.2% | $6,400+98.4% |
| Admin fee / account holder | $453 | $13,938-96.7% | $8,446-94.6% | $11,425-96.0% |