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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 | $16,928 | $48,053-64.8% | $84,637-80.0% | $72,976-76.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | -3.71% | 37.39%-41.1pp | 258.82%-262.5pp | 81.02%-84.7pp |
| Employer contribution / active EE | $3,459 | $1,602+115.9% | $2,653+30.4% | $2,440+41.8% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,158 | $3,395-65.9% | $4,914-76.4% | $5,124-77.4% |