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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 | $112,729-58.2% | $98,716-52.2% | $137,256-65.6% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | -53.14% | 38.48%-91.6pp | 31.81%-85.0pp | 220.34%-273.5pp |
| Employer contribution / active EE | $16,754 | $2,725+514.8% | $2,279+635.3% | $4,156+303.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,462 | $10,129-55.9% | $8,703-48.7% | $12,270-63.6% |