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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 | $54,691 | $101,795-46.3% | $165,100-66.9% | $80,959-32.4% |
| Participation rate | 94.8% | 71.8%+23.0pp | 78.6%+16.2pp | 67.7%+27.2pp |
| Annual return | -56.90% | 16.73%-73.6pp | 70.21%-127.1pp | 35.67%-92.6pp |
| Employer contribution / active EE | $14,643 | $2,954+395.7% | $4,348+236.8% | $2,757+431.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,599 | $8,221+16.8% | $12,696-24.4% | $6,925+38.6% |