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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 | $7,602 | $93,117-91.8% | $77,096-90.1% | $134,532-94.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -37.58% | 62.67%-100.3pp | 42.35%-79.9pp | 418.27%-455.9pp |
| Employer contribution / active EE | $11,162 | $3,420+226.4% | $2,814+296.6% | $4,741+135.4% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $954 | $6,948-86.3% | $5,428-82.4% | $11,429-91.7% |