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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 | $0 | $42,910-100.0% | $60,919-100.0% | $68,490-100.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -115.68% | -13.99%-101.7pp | 16.96%-132.6pp | -7.85%-107.8pp |
| Employer contribution / active EE | $1,348 | $1,978-31.9% | $2,704-50.1% | $2,597-48.1% |
| Participant deferral / active EE | $3,024 | $2,866+5.5% | $3,814-20.7% | $4,028-24.9% |
| Admin fee / account holder | $950 | $3,104-69.4% | $3,228-70.6% | $5,403-82.4% |