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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 | $29,355 | $82,678-64.5% | $125,391-76.6% | $68,490-57.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -51.76% | -5.97%-45.8pp | 572.41%-624.2pp | -7.85%-43.9pp |
| Employer contribution / active EE | $1,886 | $3,382-44.2% | $4,816-60.8% | $2,597-27.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $664 | $6,277-89.4% | $10,009-93.4% | $5,403-87.7% |