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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 | $84,377 | $176,572-52.2% | - | $137,256-38.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | -79.10% | 652.77%-731.9pp | - | 220.34%-299.4pp |
| Employer contribution / active EE | $30,000 | $5,055+493.5% | - | $4,156+621.8% |
| Participant deferral / active EE | $0 | $5,052-100.0% | - | $6,407-100.0% |
| Admin fee / account holder | $720 | $6,447-88.8% | - | $12,270-94.1% |