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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 | $21,120 | $58,311-63.8% | $81,882-74.2% | $80,959-73.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | -25.42% | 41.85%-67.3pp | 779.47%-804.9pp | 35.67%-61.1pp |
| Employer contribution / active EE | $1,808 | $2,347-22.9% | $2,916-38.0% | $2,757-34.4% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,313 | $4,752-72.4% | $7,360-82.2% | $6,925-81.0% |