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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 | $14,988 | $57,119-73.8% | $85,187-82.4% | $80,935-81.5% |
| Participation rate | 97.4% | 56.4%+41.0pp | 67.5%+29.9pp | 67.7%+29.8pp |
| Annual return | -59.15% | 21.70%-80.8pp | 66.67%-125.8pp | 35.66%-94.8pp |
| Employer contribution / active EE | $477 | $1,802-73.5% | $2,732-82.5% | $2,757-82.7% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $367 | $4,990-92.6% | $6,162-94.0% | $6,924-94.7% |