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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 | $59,506 | $93,345-36.3% | $119,126-50.0% | $87,485-32.0% |
| Participation rate | 83.8% | 68.7%+15.1pp | 75.8%+8.1pp | 68.9%+14.9pp |
| Annual return | -22.32% | 19.08%-41.4pp | 282.11%-304.4pp | 26.06%-48.4pp |
| Employer contribution / active EE | $2,666 | $3,172-16.0% | $4,034-33.9% | $2,596+2.7% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,041 | $8,039-74.6% | $10,693-80.9% | $7,775-73.7% |