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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 | $12,858 | $55,902-77.0% | $76,030-83.1% | $80,959-84.1% |
| Participation rate | 95.5% | 62.1%+33.4pp | 69.1%+26.4pp | 67.7%+27.8pp |
| Annual return | -33.22% | 20.59%-53.8pp | 361.54%-394.8pp | 35.67%-68.9pp |
| Employer contribution / active EE | $3,549 | $1,867+90.1% | $2,688+32.0% | $2,757+28.7% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,399 | $5,239-73.3% | $6,421-78.2% | $6,925-79.8% |