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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 | $57,061-73.7% | $85,063-82.4% | $80,911-81.5% |
| Participation rate | 97.4% | 56.3%+41.1pp | 67.5%+29.9pp | 67.6%+29.8pp |
| Annual return | -59.15% | 21.66%-80.8pp | 66.54%-125.7pp | 35.63%-94.8pp |
| Employer contribution / active EE | $477 | $1,799-73.5% | $2,727-82.5% | $2,756-82.7% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $367 | $4,986-92.6% | $6,155-94.0% | $6,935-94.7% |