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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 | $14,000 | $62,549-77.6% | $85,705-83.7% | $85,851-83.7% |
| Participation rate | 97.7% | 61.1%+36.5pp | 69.9%+27.8pp | 69.3%+28.4pp |
| Annual return | -72.08% | 23.77%-95.9pp | 21.49%-93.6pp | 318.63%-390.7pp |
| Employer contribution / active EE | $3,341 | $1,755+90.3% | $2,619+27.6% | $2,565+30.2% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,220 | $4,644-73.7% | $6,877-82.3% | $6,261-80.5% |