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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 | $20,845 | $75,832-72.5% | $147,617-85.9% | $59,633-65.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -18.30% | 0.37%-18.7pp | 61.98%-80.3pp | 2041.45%-2059.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,473 | $3,131-21.0% | $4,895-49.5% | $3,192-22.5% |
| Admin fee / account holder | $1,076 | $5,986-82.0% | $11,612-90.7% | $4,297-75.0% |