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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 | $100,811-82.2% | $86,698-79.4% | $134,545-86.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -112.08% | 29.11%-141.2pp | 35.96%-148.0pp | 418.37%-530.5pp |
| Employer contribution / active EE | $20,311 | $3,490+481.9% | $2,837+616.0% | $4,742+328.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,662 | $10,926-29.9% | $7,492+2.3% | $11,431-33.0% |