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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 | $32,701 | $63,346-48.4% | $92,240-64.5% | $70,126-53.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -29.52% | 530.19%-559.7pp | 176.29%-205.8pp | 73.15%-102.7pp |
| Employer contribution / active EE | $8,744 | $2,471+253.8% | $3,680+137.6% | $2,343+273.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,224 | $3,841-68.1% | $5,194-76.4% | $4,645-73.7% |