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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 | $14,648 | $40,275-63.6% | $57,356-74.5% | $59,633-75.4% |
| Participation rate | 88.9% | 69.1%+19.7pp | 75.1%+13.8pp | 68.7%+20.2pp |
| Annual return | -32.14% | 27.52%-59.7pp | 24.41%-56.6pp | 2041.45%-2073.6pp |
| Employer contribution / active EE | $7,538 | $1,921+292.3% | $2,689+180.4% | $2,203+242.2% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,625 | $2,820-42.4% | $3,357-51.6% | $4,297-62.2% |