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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 | $26,586 | $55,902-52.4% | $76,030-65.0% | $80,959-67.2% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | -21.08% | 20.59%-41.7pp | 361.54%-382.6pp | 35.67%-56.8pp |
| Employer contribution / active EE | $5,670 | $1,867+203.8% | $2,688+111.0% | $2,757+105.7% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,452 | $5,239-72.3% | $6,421-77.4% | $6,925-79.0% |