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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 | $15,263 | $42,383-64.0% | $76,518-80.1% | $64,173-76.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -65.48% | -16.54%-48.9pp | -0.27%-65.2pp | 7.63%-73.1pp |
| Employer contribution / active EE | $2,867 | $1,563+83.4% | $2,647+8.3% | $2,381+20.4% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,004 | $3,198-68.6% | $4,849-79.3% | $4,887-79.5% |