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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 | $17,535 | $77,638-77.4% | $156,551-88.8% | $62,881-72.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -15.51% | 50.33%-65.8pp | 32.23%-47.7pp | 20.14%-35.7pp |
| Employer contribution / active EE | $1,253 | $3,444-63.6% | $5,501-77.2% | $2,281-45.1% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $895 | $5,561-83.9% | $13,028-93.1% | $4,296-79.2% |