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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 | $22,615 | $27,936-19.0% | $58,561-61.4% | $75,173-69.9% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | -5.93% | 44.21%-50.1pp | 4251.33%-4257.3pp | 160.72%-166.6pp |
| Employer contribution / active EE | $3,773 | $670+463.5% | $1,053+258.1% | $2,671+41.2% |
| Participant deferral / active EE | $2,265 | $1,202+88.4% | $1,923+17.8% | $4,126-45.1% |
| Admin fee / account holder | $548 | $1,727-68.3% | $2,520-78.3% | $5,651-90.3% |