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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 | $11,706 | $57,140-79.5% | $85,240-86.3% | $80,959-85.5% |
| Participation rate | 92.0% | 56.4%+35.6pp | 67.5%+24.5pp | 67.7%+24.3pp |
| Annual return | -83.61% | 21.71%-105.3pp | 66.75%-150.4pp | 35.67%-119.3pp |
| Employer contribution / active EE | $10,447 | $1,802+479.8% | $2,735+281.9% | $2,757+278.9% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,439 | $4,992-51.1% | $6,165-60.4% | $6,925-64.8% |