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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 | $25,600 | $54,380-52.9% | $68,509-62.6% | $59,633-57.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -39.52% | 2.83%-42.4pp | 8.27%-47.8pp | 2041.45%-2081.0pp |
| Employer contribution / active EE | $12,145 | $1,539+689.4% | $2,278+433.2% | $2,203+451.4% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,141 | $3,885-70.6% | $5,275-78.4% | $4,297-73.4% |