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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 | $18,447 | $106,247-82.6% | $96,515-80.9% | $139,466-86.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -49.79% | 38.47%-88.3pp | 35.73%-85.5pp | 373.66%-423.5pp |
| Employer contribution / active EE | $8,625 | $4,106+110.1% | $3,740+130.6% | $4,754+81.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,333 | $7,885-70.4% | $6,735-65.4% | $11,409-79.6% |