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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 | $17,367 | $75,832-77.1% | $147,617-88.2% | $59,633-70.9% |
| Participation rate | 87.9% | 71.6%+16.3pp | 84.6%+3.3pp | 68.7%+19.2pp |
| Annual return | -2.76% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,279 | $3,131-27.2% | $4,895-53.4% | $3,192-28.6% |
| Admin fee / account holder | $356 | $5,986-94.1% | $11,612-96.9% | $4,297-91.7% |