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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 | $10,413 | $34,316-69.7% | $74,723-86.1% | $72,976-85.7% |
| Participation rate | 96.8% | 42.4%+54.4pp | 54.5%+42.3pp | 69.5%+27.3pp |
| Annual return | -33.36% | 26.58%-59.9pp | 753.18%-786.5pp | 81.02%-114.4pp |
| Employer contribution / active EE | $2,772 | $692+300.6% | $1,084+155.6% | $2,440+13.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,173 | $2,125-44.8% | $3,335-64.8% | $5,124-77.1% |