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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 | $101,778-46.3% | $164,975-66.8% | $80,925-32.4% |
| Participation rate | 94.8% | 71.8%+23.0pp | 78.6%+16.2pp | 67.7%+27.2pp |
| Annual return | -56.90% | 16.73%-73.6pp | 70.12%-127.0pp | 35.65%-92.5pp |
| Employer contribution / active EE | $14,643 | $2,954+395.7% | $4,343+237.2% | $2,756+431.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,599 | $8,221+16.8% | $12,688-24.3% | $6,940+38.3% |