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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 | $74,631 | $102,422-27.1% | $147,117-49.3% | $80,959-7.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -15.32% | 135.16%-150.5pp | 420.54%-435.9pp | 35.67%-51.0pp |
| Employer contribution / active EE | $14,265 | $3,717+283.7% | $4,932+189.2% | $2,757+417.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $17,798 | $7,953+123.8% | $12,993+37.0% | $6,925+157.0% |