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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 | $31,677 | $57,352-44.8% | $83,831-62.2% | $64,173-50.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -33.98% | 11.38%-45.4pp | 850.99%-885.0pp | 7.63%-41.6pp |
| Employer contribution / active EE | $3,388 | $2,546+33.1% | $3,631-6.7% | $2,381+42.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $429 | $4,046-89.4% | $5,479-92.2% | $4,887-91.2% |