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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 | $21,429 | $71,197-69.9% | $93,669-77.1% | $80,925-73.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -61.79% | 11.27%-73.1pp | 133.59%-195.4pp | 35.65%-97.4pp |
| Employer contribution / active EE | $7,929 | $1,565+406.7% | $2,424+227.2% | $2,756+187.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,881 | $6,959-73.0% | $8,291-77.3% | $6,940-72.9% |