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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 | $47,167 | $124,980-62.3% | $108,359-56.5% | $154,746-69.5% |
| Participation rate | 91.7% | 75.2%+16.5pp | 70.1%+21.5pp | 80.7%+11.0pp |
| Annual return | -53.14% | 45.00%-98.1pp | 36.89%-90.0pp | 172.34%-225.5pp |
| Employer contribution / active EE | $16,754 | $2,851+487.7% | $2,399+598.2% | $4,379+282.6% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,462 | $11,502-61.2% | $9,741-54.2% | $14,365-68.9% |