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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 | $19,678 | $59,440-66.9% | $78,004-74.8% | $82,637-76.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | -129.22% | 40.24%-169.5pp | 31.07%-160.3pp | 53.51%-182.7pp |
| Employer contribution / active EE | $32,286 | $1,750+1744.5% | $2,469+1207.7% | $2,552+1165.1% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,601 | $5,504+74.4% | $7,578+26.7% | $7,339+30.8% |