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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 | $10,187 | $93,117-89.1% | $77,096-86.8% | $134,532-92.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -35.18% | 62.67%-97.9pp | 42.35%-77.5pp | 418.27%-453.5pp |
| Employer contribution / active EE | $1,679 | $3,420-50.9% | $2,814-40.4% | $4,741-64.6% |
| Participant deferral / active EE | $1,925 | $5,241-63.3% | $4,429-56.5% | $6,401-69.9% |
| Admin fee / account holder | $612 | $6,948-91.2% | $5,428-88.7% | $11,429-94.6% |