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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 | $15,209 | $48,274-68.5% | $63,244-76.0% | $59,633-74.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -3.32% | -240.79%+237.5pp | -70.31%+67.0pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $2,944 | $1,586+85.6% | $2,322+26.8% | $2,203+33.7% |
| Participant deferral / active EE | $3,955 | $2,343+68.8% | $2,953+33.9% | $3,192+23.9% |
| Admin fee / account holder | $947 | $3,600-73.7% | $5,893-83.9% | $4,297-78.0% |