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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 | $26,875 | $102,385-73.8% | $147,080-81.7% | $80,935-66.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -22.18% | 135.09%-157.3pp | 420.17%-442.4pp | 35.66%-57.8pp |
| Employer contribution / active EE | $2,292 | $3,717-38.3% | $4,933-53.5% | $2,757-16.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,887 | $7,951-76.3% | $12,989-85.5% | $6,924-72.7% |