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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 | $23,184 | $884,045-97.4% | $453,569-94.9% | $167,536-86.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | -64.42% | 29.49%-93.9pp | 64.43%-128.8pp | 478.82%-543.2pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,072-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,211-100.0% | $6,342-100.0% |
| Admin fee / account holder | $554 | $22,063-97.5% | $11,214-95.1% | $12,315-95.5% |