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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 | $8,494 | $72,071-88.2% | $68,368-87.6% | $137,256-93.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -66.07% | 353.14%-419.2pp | 292.57%-358.6pp | 220.34%-286.4pp |
| Employer contribution / active EE | $8,356 | $2,788+199.7% | $2,649+215.5% | $4,156+101.1% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $177,290 | $5,336+3222.8% | $5,150+3342.6% | $12,270+1344.9% |