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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 | $70,366-87.9% | $66,674-87.3% | $138,895-93.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | -66.07% | 386.41%-452.5pp | 321.24%-387.3pp | 145.39%-211.5pp |
| Employer contribution / active EE | $8,356 | $2,765+202.2% | $2,620+218.9% | $4,194+99.2% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $177,290 | $5,262+3268.9% | $5,098+3377.6% | $12,562+1311.3% |