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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 | $31,270 | $45,566-31.4% | $64,105-51.2% | $59,633-47.6% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -11.59% | 4.95%-16.5pp | 791.24%-802.8pp | 2041.45%-2053.0pp |
| Employer contribution / active EE | $5,125 | $934+448.7% | $1,820+181.6% | $2,203+132.7% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,702 | $3,268-47.9% | $4,499-62.2% | $4,297-60.4% |