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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 | $26,883 | $50,947-47.2% | $74,551-63.9% | $64,173-58.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -82.66% | -1.85%-80.8pp | 32.53%-115.2pp | 7.63%-90.3pp |
| Employer contribution / active EE | $19,712 | $1,115+1667.2% | $1,961+905.2% | $2,381+727.9% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,898 | $4,221-31.3% | $5,059-42.7% | $4,887-40.7% |