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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 | $85,060 | $91,536-7.1% | $130,062-34.6% | $75,177+13.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -2.27% | -631.62%+629.4pp | -137.37%+135.1pp | 160.75%-163.0pp |
| Employer contribution / active EE | $4,766 | $2,845+67.5% | $4,322+10.3% | $2,671+78.4% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $923 | $6,780-86.4% | $10,601-91.3% | $5,651-83.7% |