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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 | $16,541 | $57,352-71.2% | $83,831-80.3% | $64,173-74.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.70% | 11.38%-22.1pp | 850.99%-861.7pp | 7.63%-18.3pp |
| Employer contribution / active EE | $4,082 | $2,546+60.3% | $3,631+12.4% | $2,381+71.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $472 | $4,046-88.3% | $5,479-91.4% | $4,887-90.3% |