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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 | $16,466 | $59,111-72.1% | $86,451-81.0% | $68,490-76.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.20% | -0.22%-20.0pp | 4398.51%-4418.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,115 | $2,519-16.0% | $3,770-43.9% | $2,597-18.5% |
| Participant deferral / active EE | $3,748 | $5,900-36.5% | $6,953-46.1% | $4,028-6.9% |
| Admin fee / account holder | $1,894 | $5,640-66.4% | $6,734-71.9% | $5,403-64.9% |