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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 | $24,668 | $39,798-38.0% | $67,704-63.6% | $59,633-58.6% |
| Participation rate | 83.3% | 57.4%+26.0pp | 67.5%+15.8pp | 68.7%+14.7pp |
| Annual return | -3.77% | 89.94%-93.7pp | 25.41%-29.2pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $776 | $1,393-44.3% | $2,559-69.7% | $2,203-64.8% |
| Participant deferral / active EE | $932 | $2,335-60.1% | $3,585-74.0% | $3,192-70.8% |
| Admin fee / account holder | $1,424 | $3,212-55.6% | $4,255-66.5% | $4,297-66.8% |