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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 | $46,111 | $152,612-69.8% | $125,192-63.2% | $152,897-69.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -55.51% | 54.85%-110.4pp | 43.79%-99.3pp | 345.43%-400.9pp |
| Employer contribution / active EE | $22,538 | $4,947+355.6% | $3,866+483.0% | $4,764+373.1% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,838 | $13,437+25.3% | $9,704+73.5% | $11,599+45.2% |