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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 | $17,705 | $51,604-65.7% | $129,295-86.3% | $80,874-78.1% |
| Participation rate | 96.6% | 57.0%+39.6pp | 69.6%+26.9pp | 67.6%+28.9pp |
| Annual return | -45.65% | 20.76%-66.4pp | 9429.28%-9474.9pp | 35.62%-81.3pp |
| Employer contribution / active EE | $1,768 | $1,585+11.6% | $4,157-57.5% | $2,756-35.9% |
| Participant deferral / active EE | $2,805 | $2,670+5.1% | $4,169-32.7% | $4,297-34.7% |
| Admin fee / account holder | $1,071 | $4,310-75.1% | $7,665-86.0% | $6,935-84.6% |