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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 | $16,119 | $92,743-82.6% | $82,744-80.5% | $134,532-88.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.41% | 946.63%-972.0pp | 702.22%-727.6pp | 418.27%-443.7pp |
| Employer contribution / active EE | $7,588 | $3,273+131.8% | $3,008+152.2% | $4,741+60.0% |
| Participant deferral / active EE | $4,870 | $4,802+1.4% | $4,395+10.8% | $6,401-23.9% |
| Admin fee / account holder | $638 | $5,977-89.3% | $5,325-88.0% | $11,429-94.4% |