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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 | $16,347 | $43,075-62.0% | $74,577-78.1% | $62,881-74.0% |
| Participation rate | 94.2% | 58.1%+36.2pp | 68.1%+26.1pp | 69.3%+24.9pp |
| Annual return | -91.19% | 17.50%-108.7pp | 20.47%-111.7pp | 20.14%-111.3pp |
| Employer contribution / active EE | $7,346 | $1,498+390.5% | $2,525+190.9% | $2,281+222.1% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,475 | $2,840-12.8% | $4,138-40.2% | $4,296-42.4% |