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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 | $44,370 | $99,644-55.5% | $86,438-48.7% | $134,532-67.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -44.21% | 6787.26%-6831.5pp | 4397.19%-4441.4pp | 418.27%-462.5pp |
| Employer contribution / active EE | $39,106 | $4,402+788.4% | $3,769+937.4% | $4,741+724.8% |
| Participant deferral / active EE | $20,845 | $7,247+187.6% | $6,952+199.8% | $6,401+225.6% |
| Admin fee / account holder | $6,486 | $8,375-22.5% | $6,733-3.7% | $11,429-43.2% |