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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 | $33,553 | $72,177-53.5% | $115,038-70.8% | $59,633-43.7% |
| Participation rate | 85.7% | 72.6%+13.2pp | 81.4%+4.3pp | 68.7%+17.0pp |
| Annual return | -14.81% | 12.02%-26.8pp | 26.14%-41.0pp | 2041.45%-2056.3pp |
| Employer contribution / active EE | $9,466 | $2,841+233.2% | $4,608+105.4% | $2,203+329.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,138 | $4,927-36.3% | $8,175-61.6% | $4,297-27.0% |