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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 | $55,930-88.1% | $76,089-91.3% | $80,925-91.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | -72.53% | 20.58%-93.1pp | 360.94%-433.5pp | 35.65%-108.2pp |
| Employer contribution / active EE | $5,267 | $1,866+182.2% | $2,690+95.8% | $2,756+91.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,443 | $5,241-34.3% | $6,418-46.3% | $6,940-50.4% |