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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 | $10,772 | $90,320-88.1% | $59,496-81.9% | $125,389-91.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -7.52% | 369.13%-376.6pp | 182.05%-189.6pp | 282.24%-289.8pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,461 | $2,716-9.4% | $1,829+34.5% | $5,352-54.0% |
| Admin fee / account holder | $1,069 | $3,063-65.1% | $2,232-52.1% | $9,541-88.8% |