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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 | $24,200 | $82,674-70.7% | $125,381-80.7% | $68,486-64.7% |
| Participation rate | 91.4% | 75.1%+16.4pp | 82.4%+9.0pp | 67.9%+23.5pp |
| Annual return | -34.49% | -5.97%-28.5pp | 572.31%-606.8pp | -7.85%-26.6pp |
| Employer contribution / active EE | $2,382 | $3,382-29.6% | $4,815-50.5% | $2,597-8.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $394 | $6,277-93.7% | $10,007-96.1% | $5,404-92.7% |