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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 | $23,316 | $75,828-69.3% | $147,617-84.2% | $59,632-60.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -18.47% | 0.37%-18.8pp | 61.98%-80.4pp | 2041.32%-2059.8pp |
| Employer contribution / active EE | $773 | $3,485-77.8% | $5,565-86.1% | $2,203-64.9% |
| Participant deferral / active EE | $1,126 | $3,130-64.0% | $4,895-77.0% | $3,192-64.7% |
| Admin fee / account holder | $623 | $5,985-89.6% | $11,611-94.6% | $4,297-85.5% |