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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 | $38,867 | $101,618-61.8% | $93,063-58.2% | $137,256-71.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -45.88% | 223.95%-269.8pp | 34.15%-80.0pp | 220.34%-266.2pp |
| Employer contribution / active EE | $19,021 | $2,707+602.6% | $2,476+668.2% | $4,156+357.7% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,513 | $6,198+37.3% | $6,033+41.1% | $12,270-30.6% |