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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 | $18,882 | $45,566-58.6% | $64,105-70.5% | $59,633-68.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -26.69% | 4.95%-31.6pp | 791.24%-817.9pp | 2041.45%-2068.1pp |
| Employer contribution / active EE | $8,833 | $934+845.6% | $1,820+385.4% | $2,203+301.0% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,503 | $3,268+68.4% | $4,499+22.3% | $4,297+28.1% |