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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 | $7,151 | $93,117-92.3% | $77,096-90.7% | $134,532-94.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -52.04% | 62.67%-114.7pp | 42.35%-94.4pp | 418.27%-470.3pp |
| Employer contribution / active EE | $9,284 | $3,420+171.4% | $2,814+229.9% | $4,741+95.8% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $385 | $6,948-94.5% | $5,428-92.9% | $11,429-96.6% |