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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 | $6,634 | $55,902-88.1% | $76,030-91.3% | $80,959-91.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | -72.53% | 20.59%-93.1pp | 361.54%-434.1pp | 35.67%-108.2pp |
| Employer contribution / active EE | $5,267 | $1,867+182.2% | $2,688+96.0% | $2,757+91.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,443 | $5,239-34.3% | $6,421-46.4% | $6,925-50.3% |