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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 | $25,238 | $133,998-81.2% | $112,263-77.5% | $134,545-81.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -47.66% | 47.17%-94.8pp | 27.49%-75.1pp | 418.37%-466.0pp |
| Employer contribution / active EE | $12,500 | $4,040+209.4% | $3,636+243.8% | $4,742+163.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $375 | $7,493-95.0% | $6,410-94.2% | $11,431-96.7% |