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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 | $54,084 | $42,917+26.0% | $60,899-11.2% | $68,495-21.0% |
| Participation rate | 80.0% | 66.8%+13.2pp | 73.1%+6.9pp | 67.9%+12.1pp |
| Annual return | -62.31% | -13.99%-48.3pp | 16.92%-79.2pp | -7.84%-54.5pp |
| Employer contribution / active EE | $1,209 | $1,979-38.9% | $2,702-55.3% | $2,596-53.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,318 | $3,102+329.3% | $3,225+313.0% | $5,403+146.5% |