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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 | $17,465 | $29,319-40.4% | $52,425-66.7% | $82,448-78.8% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | -8.21% | 535.20%-543.4pp | 302.12%-310.3pp | 41.64%-49.8pp |
| Employer contribution / active EE | $4,694 | $586+700.4% | $914+413.4% | $2,551+84.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,633 | $1,962+34.2% | $2,495+5.5% | $7,234-63.6% |