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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 | $11,828 | $27,632-57.2% | $61,399-80.7% | $68,495-82.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -28.17% | -13.24%-14.9pp | 338.81%-367.0pp | -7.84%-20.3pp |
| Employer contribution / active EE | $1,486 | $696+113.6% | $1,159+28.2% | $2,596-42.8% |
| Participant deferral / active EE | $2,319 | $1,264+83.6% | $2,124+9.2% | $4,028-42.4% |
| Admin fee / account holder | $703 | $2,010-65.0% | $2,131-67.0% | $5,403-87.0% |