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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 | $8,537 | $111,535-92.3% | $105,223-91.9% | $137,256-93.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -13.14% | 237.85%-251.0pp | 180.65%-193.8pp | 220.34%-233.5pp |
| Employer contribution / active EE | $9,667 | $3,939+145.4% | $3,689+162.1% | $4,156+132.6% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,861 | $9,721-19.1% | $8,859-11.3% | $12,270-35.9% |