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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 | $31,425 | $105,867-70.3% | $90,760-65.4% | $134,532-76.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -25.18% | -10.99%-14.2pp | -12.16%-13.0pp | 418.27%-443.5pp |
| Employer contribution / active EE | $1,500 | $3,464-56.7% | $2,922-48.7% | $4,741-68.4% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,772 | $13,936-44.2% | $8,444-8.0% | $11,429-32.0% |