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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 | $8,620 | $97,125-91.1% | $86,233-90.0% | $137,256-93.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -39.54% | 74.19%-113.7pp | 61.39%-100.9pp | 220.34%-259.9pp |
| Employer contribution / active EE | $9,133 | $2,841+221.4% | $2,504+264.7% | $4,156+119.8% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,508 | $9,725-84.5% | $8,342-81.9% | $12,270-87.7% |