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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 | $25,085 | $98,776-74.6% | $149,745-83.2% | $79,856-68.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -27.96% | 27.38%-55.3pp | 276.72%-304.7pp | 31.71%-59.7pp |
| Employer contribution / active EE | $16,113 | $3,217+400.8% | $4,646+246.8% | $2,471+552.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,625 | $6,053-7.1% | $9,312-39.6% | $5,306+6.0% |