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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 | $19,780 | $55,684-64.5% | $75,900-73.9% | $72,976-72.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | -1.62% | 27.60%-29.2pp | 30.73%-32.3pp | 81.02%-82.6pp |
| Employer contribution / active EE | $847 | $1,687-49.8% | $2,501-66.1% | $2,440-65.3% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,000 | $3,981-74.9% | $5,421-81.6% | $5,124-80.5% |