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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 | $11,682 | $57,590-79.7% | $86,233-86.5% | $82,448-85.8% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | -79.82% | 22.41%-102.2pp | 61.39%-141.2pp | 41.64%-121.5pp |
| Employer contribution / active EE | $5,968 | $1,655+260.5% | $2,504+138.3% | $2,551+133.9% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,796 | $4,730-19.7% | $8,342-54.5% | $7,234-47.5% |