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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 | $16,186 | $86,701-81.3% | $73,309-77.9% | $125,389-87.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -100.62% | 2.78%-103.4pp | 5.67%-106.3pp | 282.24%-382.9pp |
| Employer contribution / active EE | $22,802 | $4,152+449.1% | $3,237+604.4% | $4,866+368.6% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,921 | $7,768-62.4% | $5,635-48.2% | $9,541-69.4% |