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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 | $69,444-71.7% | $92,985-78.8% | $87,485-77.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | -129.22% | 23.85%-153.1pp | 27.99%-157.2pp | 26.06%-155.3pp |
| Employer contribution / active EE | $32,286 | $1,917+1584.1% | $2,662+1112.8% | $2,596+1143.6% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,601 | $6,137+56.4% | $9,463+1.5% | $7,775+23.5% |