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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 | $50,526 | $157,296-67.9% | $141,191-64.2% | $152,897-67.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -21.19% | 64.34%-85.5pp | 71.41%-92.6pp | 345.43%-366.6pp |
| Employer contribution / active EE | $14,810 | $5,262+181.4% | $4,736+212.7% | $4,764+210.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $639 | $12,125-94.7% | $10,264-93.8% | $11,599-94.5% |