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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 | $23,050 | $68,681-66.4% | $86,625-73.4% | $85,851-73.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | -60.41% | 20.12%-80.5pp | 63.52%-123.9pp | 318.63%-379.0pp |
| Employer contribution / active EE | $6,412 | $1,880+241.0% | $2,496+156.9% | $2,565+149.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,428 | $5,974-59.4% | $5,830-58.3% | $6,261-61.2% |