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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 | $17,062 | $45,152-62.2% | $73,835-76.9% | $59,633-71.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -3.01% | 27.40%-30.4pp | 2268.13%-2271.1pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $522 | $1,901-72.5% | $2,788-81.3% | $2,203-76.3% |
| Participant deferral / active EE | $2,049 | $2,573-20.4% | $3,583-42.8% | $3,192-35.8% |
| Admin fee / account holder | $1,970 | $3,515-44.0% | $4,880-59.6% | $4,297-54.2% |