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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 | $17,895 | $100,772-82.2% | $86,690-79.4% | $134,493-86.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -112.08% | 29.06%-141.1pp | 35.93%-148.0pp | 418.01%-530.1pp |
| Employer contribution / active EE | $20,311 | $3,490+482.1% | $2,837+616.0% | $4,740+328.5% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,662 | $10,920-29.8% | $7,490+2.3% | $11,425-32.9% |