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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 | $0 | $240,714-100.0% | - | $240,714-100.0% |
| Participation rate | 100.0% | 91.7%+8.3pp | 100.0%0pp | 91.7%+8.3pp |
| Annual return | -43.94% | 6.51%-50.5pp | -20.27%-23.7pp | 6.51%-50.5pp |
| Employer contribution / active EE | $9,833 | $13,526-27.3% | $9,8330% | $13,526-27.3% |
| Participant deferral / active EE | $7,833 | $9,348-16.2% | $7,8330% | $9,348-16.2% |
| Admin fee / account holder | $884,288 | $100,511+779.8% | $884,2880% | $100,511+779.8% |