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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 | $18,846 | $110,240-82.9% | $96,544-80.5% | $139,487-86.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -55.26% | 26.41%-81.7pp | 25.88%-81.1pp | 373.84%-429.1pp |
| Employer contribution / active EE | $22,525 | $3,622+521.8% | $2,966+659.4% | $4,755+373.8% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,378 | $11,602-53.6% | $8,254-34.8% | $11,407-52.9% |