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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 | $208,397-59.5% | - | $154,746-45.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | - | 80.7%+19.3pp |
| Annual return | -79.10% | 1131.44%-1210.5pp | - | 172.34%-251.4pp |
| Employer contribution / active EE | $30,000 | $7,386+306.2% | - | $4,379+585.1% |
| Participant deferral / active EE | $0 | $5,789-100.0% | - | $6,730-100.0% |
| Admin fee / account holder | $720 | $11,092-93.5% | - | $14,365-95.0% |