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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 | $28,865 | $138,075-79.1% | $123,552-76.6% | $135,379-78.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -32.16% | 153.70%-185.9pp | 119.20%-151.4pp | 519.79%-551.9pp |
| Employer contribution / active EE | $23,085 | $5,152+348.1% | $4,628+398.8% | $4,779+383.1% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $818 | $10,917-92.5% | $9,285-91.2% | $10,828-92.4% |