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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 | $10,781 | $54,357-80.2% | $82,706-87.0% | $68,495-84.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.88% | -13.67%-6.2pp | 701.76%-721.6pp | -7.84%-12.0pp |
| Employer contribution / active EE | $400 | $2,218-82.0% | $3,007-86.7% | $2,596-84.6% |
| Participant deferral / active EE | $2,121 | $3,246-34.7% | $4,394-51.7% | $4,028-47.3% |
| Admin fee / account holder | $1,468 | $4,396-66.6% | $5,329-72.5% | $5,403-72.8% |