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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 | $32,568 | $73,988-56.0% | $96,538-66.3% | $75,177-56.7% |
| Participation rate | 90.3% | 66.4%+23.8pp | 74.3%+15.9pp | 67.2%+23.1pp |
| Annual return | -54.79% | 26.73%-81.5pp | 35.74%-90.5pp | 160.75%-215.5pp |
| Employer contribution / active EE | $9,169 | $2,930+212.9% | $3,740+145.1% | $2,671+243.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,196 | $5,220-19.6% | $6,737-37.7% | $5,651-25.8% |