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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 | $26,138 | $47,944-45.5% | $67,834-61.5% | $62,881-58.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | -5.56% | 11.77%-17.3pp | 138.47%-144.0pp | 20.14%-25.7pp |
| Employer contribution / active EE | $1,250 | $1,562-20.0% | $2,403-48.0% | $2,281-45.2% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,107 | $3,712-70.2% | $4,622-76.1% | $4,296-74.2% |