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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 | $17,224 | $48,277-64.3% | $67,511-74.5% | $80,874-78.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | -77.99% | 18.27%-96.3pp | 3517.41%-3595.4pp | 35.62%-113.6pp |
| Employer contribution / active EE | $1,129 | $2,021-44.2% | $2,733-58.7% | $2,756-59.0% |
| Participant deferral / active EE | $1,548 | $2,926-47.1% | $4,000-61.3% | $4,297-64.0% |
| Admin fee / account holder | $4,495 | $3,687+21.9% | $3,999+12.4% | $6,935-35.2% |