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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 | $16,894 | $54,357-68.9% | $82,706-79.6% | $68,495-75.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -21.00% | -13.67%-7.3pp | 701.76%-722.8pp | -7.84%-13.2pp |
| Employer contribution / active EE | $5,171 | $2,218+133.1% | $3,007+72.0% | $2,596+99.2% |
| Participant deferral / active EE | $2,299 | $3,246-29.2% | $4,394-47.7% | $4,028-42.9% |
| Admin fee / account holder | $627 | $4,396-85.7% | $5,329-88.2% | $5,403-88.4% |