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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 | $28,500 | $72,177-60.5% | $115,037-75.2% | $59,633-52.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -59.64% | 12.02%-71.7pp | 26.14%-85.8pp | 2041.40%-2101.0pp |
| Employer contribution / active EE | $7,547 | $2,841+165.6% | $4,608+63.8% | $2,203+242.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,979 | $4,927-59.8% | $8,175-75.8% | $4,297-53.9% |