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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 | $33,666 | $63,346-46.9% | $92,240-63.5% | $70,126-52.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -7.99% | 530.19%-538.2pp | 176.29%-184.3pp | 73.15%-81.1pp |
| Employer contribution / active EE | $2,831 | $2,471+14.5% | $3,680-23.1% | $2,343+20.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $946 | $3,841-75.4% | $5,194-81.8% | $4,645-79.6% |