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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 | $84,422 | $114,093-26.0% | $96,171-12.2% | $167,536-49.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | -4.41% | 190.00%-194.4pp | 192.04%-196.5pp | 478.82%-483.2pp |
| Employer contribution / active EE | $474 | $3,429-86.2% | $2,799-83.1% | $4,839-90.2% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $375 | $6,899-94.6% | $5,538-93.2% | $12,315-97.0% |