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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 | $14,214 | $106,267-86.6% | $96,520-85.3% | $139,456-89.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -43.56% | 38.45%-82.0pp | 35.72%-79.3pp | 373.45%-417.0pp |
| Employer contribution / active EE | $1,598 | $4,105-61.1% | $3,739-57.3% | $4,753-66.4% |
| Participant deferral / active EE | $2,163 | $5,454-60.3% | $4,879-55.7% | $6,711-67.8% |
| Admin fee / account holder | $10,197 | $7,882+29.4% | $6,733+51.4% | $11,407-10.6% |