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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 | $28,630 | $57,352-50.1% | $83,831-65.8% | $64,173-55.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -19.80% | 11.38%-31.2pp | 850.99%-870.8pp | 7.63%-27.4pp |
| Employer contribution / active EE | $8,900 | $2,546+249.6% | $3,631+145.1% | $2,381+273.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,556 | $4,046-61.6% | $5,479-71.6% | $4,887-68.2% |