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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 | $71,208-66.4% | $93,681-74.4% | $80,911-70.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | -48.94% | 11.27%-60.2pp | 133.47%-182.4pp | 35.63%-84.6pp |
| Employer contribution / active EE | $5,299 | $1,564+238.7% | $2,422+118.8% | $2,756+92.3% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,483 | $6,951-64.3% | $8,290-70.0% | $6,935-64.2% |