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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 | $10,422 | $54,355-80.8% | $82,744-87.4% | $68,486-84.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -27.66% | -13.67%-14.0pp | 702.22%-729.9pp | -7.85%-19.8pp |
| Employer contribution / active EE | $975 | $2,219-56.0% | $3,008-67.6% | $2,597-62.4% |
| Participant deferral / active EE | $1,975 | $3,246-39.2% | $4,395-55.1% | $4,028-51.0% |
| Admin fee / account holder | $13,842 | $4,397+214.8% | $5,325+159.9% | $5,404+156.1% |