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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 | $52,911 | $135,645-61.0% | $110,243-52.0% | $135,380-60.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -42.33% | 513.24%-555.6pp | 314.76%-357.1pp | 519.81%-562.1pp |
| Employer contribution / active EE | $23,195 | $4,907+372.7% | $3,827+506.1% | $4,779+385.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,249 | $11,458+33.1% | $8,548+78.4% | $10,828+40.8% |