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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 | $23,937 | $71,215-66.4% | $93,696-74.5% | $80,935-70.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -48.94% | 11.27%-60.2pp | 133.74%-182.7pp | 35.66%-84.6pp |
| Employer contribution / active EE | $5,299 | $1,565+238.6% | $2,422+118.8% | $2,757+92.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,483 | $6,958-64.3% | $8,287-70.0% | $6,924-64.1% |