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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 | $67,298 | $102,382-34.3% | $147,005-54.2% | $80,874-16.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -24.28% | 134.89%-159.2pp | 418.76%-443.0pp | 35.62%-59.9pp |
| Employer contribution / active EE | $9,106 | $3,715+145.1% | $4,934+84.5% | $2,756+230.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,135 | $7,942+27.6% | $13,006-22.1% | $6,935+46.1% |