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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 | $18,883 | $44,850-57.9% | $60,547-68.8% | $59,633-68.3% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -7.58% | 1074.14%-1081.7pp | 335.64%-343.2pp | 2041.45%-2049.0pp |
| Employer contribution / active EE | $2,516 | $1,462+72.1% | $2,419+4.0% | $2,203+14.2% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $877 | $3,635-75.9% | $4,536-80.7% | $4,297-79.6% |